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BANYAN GLOBAL INVESTMENT ADVISORS, LLC
CRD 283264File 801-107482
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$162.1M
Bottom 25% of cohort (national)
Discretionary AUM
$161.9M
Non-discretionary $224K
Clients
132
250 accounts
Employees
4
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Mar 23, 2016
- Principal office
- 6001 BROKEN SOUND PARKWAY NW, SUITE 426, BOCA RATON, FL, 33487
- Phone
- 561-847-3596
- Website
- HTTP://BGIADVISORS.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $162.1M
- Discretionary AUM
- $161.9M
- Non-discretionary AUM
- $224K
- Discretionary accounts
- 225
- Non-discretionary accounts
- 25
- Total accounts
- 250
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $4.5M |
| Charitable organizations | Fewer than 5 | $358K |
| High net worth individuals | 61 | $151.5M |
| Individuals (other than high net worth individuals) | 62 | $5.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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
- No
- 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 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.