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CIBEST CAPITAL ADVISORY SERVICES LLC
CRD 317663File 801-123719
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.