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ADVISORY INVESTOR SERVICES LLC
CRD 173134File 801-122774
APPROVED
Retail clients
Custody
Filing as of Jul 6, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Custody | No | Yes | |
| Aug 17, 2026 | Clients | 189 | 131 | decreased by58 |
| Apr 1, 2026 | Employees | 11 | 12 | increased by1 |
| Apr 1, 2026 | Clients | 172 | 189 | increased by17 |
| Apr 1, 2026 | AUM | $181,222,912 | $209,858,162 | increased by$28,635,250 |
| Apr 1, 2026 | Accounts | 208 | 231 | increased by23 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 14 | 11 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 198 | 172 | decreased by26 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $203,098,147 | $181,222,912 | decreased by$21,875,235 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 235 | 208 | decreased by27 |
| Feb 1, 2022 | Employees | 13 | 14 | increased by1 |
| Feb 1, 2022 | Clients | 117 | 198 | increased by81 |
| Feb 1, 2022 | AUM | $114,946,176 | $203,098,147 | increased by$88,151,971 |
| Feb 1, 2022 | Accounts | 151 | 235 | increased by84 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ADVISORY INVESTOR” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ADVISORY INVESTOR” may also match similarly-named firms). Confirm identity against each filing.
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.