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INSIGNEO ADVISORY SERVICES, LLC
CRD 282589File 801-107256
APPROVED
Retail clients
Custody
Filing as of Jun 8, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.16B
Top 25% of cohort (national)
Discretionary AUM
$2.07B
Non-discretionary $3.09B
Clients
4,473
5,107 accounts
Employees
223
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Feb 22, 2016
- Principal office
- 1221 BRICKELL AVENUE, 27TH FLOOR, MIAMI, FL, 33131
- Phone
- 305.373.9000
- Website
- https://www.insigneo.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.16B
- Discretionary AUM
- $2.07B
- Non-discretionary AUM
- $3.09B
- Discretionary accounts
- 2,079
- Non-discretionary accounts
- 3,028
- Total accounts
- 5,107
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1,025 | $2.61B |
| Insurance companies | 4 | $17.3M |
| Charitable organizations | 3 | $9.0M |
| High net worth individuals | 402 | $1.46B |
| Pooled investment vehicles | 2 | $67.2M |
| Banking or thrift institutions | 8 | $159.5M |
| Pension and profit sharing plans | 16 | $8.5M |
| Individuals (other than high net worth individuals) | 3,013 | $835.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — REBATES/TRAILER FEES
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 197 | 223 | increased by26 |
| Apr 1, 2026 | Clients | 3,346 | 4,473 | increased by1,127 |
| Apr 1, 2026 | AUM | $3,612,629,819 | $5,162,797,048 | increased by$1,550,167,229 |
| Apr 1, 2026 | Accounts | 4,142 | 5,107 | increased by965 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 146 | 197 | increased by51 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,252 | 3,346 | increased by1,094 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,071,937,794 | $3,612,629,819 | increased by$1,540,692,025 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,261 | 4,142 | increased by1,881 |
| May 1, 2022 | Custody | No | Yes | |
| May 1, 2022 | Clients | 2,198 | 2,252 | increased by54 |
| May 1, 2022 | AUM | $2,195,435,346 | $2,071,937,794 | decreased by$123,497,552 |
| May 1, 2022 | Accounts | 2,207 | 2,261 | increased by54 |
| Apr 1, 2022 | Employees | 103 | 146 | increased by43 |
| Apr 1, 2022 | Clients | 1,285 | 2,198 | increased by913 |
| Apr 1, 2022 | AUM | $1,481,958,223 | $2,195,435,346 | increased by$713,477,123 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INSIGNEO ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INSIGNEO ADVISORY” 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.