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DB ADVISORY AMERICA, LIMITED(LTD)
CRD 313938File 801-121559
APPROVED
Filing as of Jan 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.30B
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $1.30B
Clients
3
3 accounts
Employees
2
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jun 21, 2021
- Principal office
- 551 5TH AVENUE, SUITE 1922, NEW YORK, NY, 10176-1906
- Phone
- 917-261-4798
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.30B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $1.30B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 3
- Total accounts
- 3
- AUM per client
- $433.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 3 | $1.30B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
Advisory activities
- Portfolio management for 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.