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ADVISORY INVESTOR SERVICES LLC
CRD 173134File 801-122774
APPROVED
Retail clients
Custody
Filing as of Jul 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$209.9M
Below cohort median (national)
Discretionary AUM
$153.8M
Non-discretionary $56.1M
Clients
131
231 accounts
Employees
12
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Nov 26, 2021
- Principal office
- 1200 BRICKELL AVENUE, SUITE 250, MIAMI, FL, 33131
- Phone
- 786-462-6044
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $209.9M
- Discretionary AUM
- $153.8M
- Non-discretionary AUM
- $56.1M
- Discretionary accounts
- 195
- Non-discretionary accounts
- 36
- Total accounts
- 231
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 44 | $32.5M |
| Individuals (other than high net worth individuals) | 87 | $31.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — CONSULTING FEES
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 189 | 131 |
| Aug 17, 2026 | Custody | false | true |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.