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BANYAN GLOBAL INVESTMENT ADVISORS, LLC
CRD 283264File 801-107482
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Sep 30, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 142 | 132 | decreased by10 |
| Apr 1, 2026 | AUM | $151,204,279 | $162,076,071 | increased by$10,871,792 |
| Apr 1, 2026 | Accounts | 240 | 250 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 4 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 43 | 142 | increased by99 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $166,035,815 | $151,204,279 | decreased by$14,831,536 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 165 | 240 | increased by75 |
| Apr 1, 2022 | Employees | 4 | 5 | increased by1 |
| Apr 1, 2022 | Clients | 88 | 43 | decreased by45 |
| Apr 1, 2022 | AUM | $180,756,785 | $166,035,815 | decreased by$14,720,970 |
| Apr 1, 2022 | Accounts | 177 | 165 | decreased by12 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BANYAN GLOBAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BANYAN GLOBAL” 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.