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INVERSIONES SURA
Legal name: INVERSIONES SURA CORP
CRD 318065File 801-132240
APPROVED
Retail clients
Filing as of Jul 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$160.2M
Bottom 25% of cohort (national)
Discretionary AUM
$75.4M
Non-discretionary $84.8M
Clients
437
442 accounts
Employees
1
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 10, 2025
- Principal office
- 1395 BRICKELL AVENUE, SUITE 800, MIAMI, FL, 33131
- Phone
- 305 448-0014
- Website
- HTTPS://INVERSIONESSURA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $160.2M
- Discretionary AUM
- $75.4M
- Non-discretionary AUM
- $84.8M
- Discretionary accounts
- 324
- Non-discretionary accounts
- 118
- Total accounts
- 442
- AUM per client
- $367K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 24 | $18.8M |
| High net worth individuals | 26 | $50.5M |
| Individuals (other than high net worth individuals) | 387 | $90.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Hourly charges
- Other (described) — CONSULTING FEES
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- 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.