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CIBEST CAPITAL ADVISORY SERVICES LLC
CRD 317663File 801-123719
APPROVED
Retail clients
Filing as of Sep 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$374.8M
Below cohort median (national)
Discretionary AUM
$267.0M
Non-discretionary $107.9M
Clients
462
462 accounts
Employees
7
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 15, 2022
- Principal office
- 1221 BRICKELL AVENUE, SUITE 2010, MIAMI, FL, 33131
- Phone
- 786-551-9122
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $374.8M
- Discretionary AUM
- $267.0M
- Non-discretionary AUM
- $107.9M
- Discretionary accounts
- 444
- Non-discretionary accounts
- 18
- Total accounts
- 462
- AUM per client
- $811K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 208 | $245.3M |
| Charitable organizations | Fewer than 5 | $8.0M |
| High net worth individuals | 7 | $6.2M |
| Banking or thrift institutions | Fewer than 5 | $52.1M |
| Individuals (other than high net worth individuals) | 244 | $63.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 263 | 462 | increased by199 |
| Apr 1, 2026 | AUM | $243,389,758 | $374,843,073 | increased by$131,453,315 |
| Apr 1, 2026 | Accounts | 263 | 462 | increased by199 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 7 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 0 | 263 | increased by263 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $137,347,486 | $243,389,758 | increased by$106,042,272 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1 | 263 | increased by262 |
| Sep 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| Sep 1, 2022 | Employees | 1 | 5 | increased by4 |
| Sep 1, 2022 | AUM | $0 | $137,347,486 | increased by$137,347,486 |
| Sep 1, 2022 | Accounts | 0 | 1 | increased by1 |
| May 1, 2022 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CIBEST CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CIBEST CAPITAL” 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.