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INVESTOR'S ADVANTAGE
Legal name: INVESTOR'S ADVANTAGE L.L.C.
CRD 315773File 801-122067
APPROVED
Retail clients
Filing as of Mar 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$98.7M
Bottom 25% of cohort (national)
Discretionary AUM
$96.4M
Non-discretionary $2.3M
Clients
87
202 accounts
Employees
2
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Aug 13, 2021
- Principal office
- Not reported
- Phone
- 469-569-2145
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $98.7M
- Discretionary AUM
- $96.4M
- Non-discretionary AUM
- $2.3M
- Discretionary accounts
- 201
- Non-discretionary accounts
- 1
- Total accounts
- 202
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $3.8M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 25 | $81.2M |
| Banking or thrift institutions | Fewer than 5 | $0 |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 57 | $13.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- 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.