Data / Investment advisers / Florida / Advantage Investing, Inc.
Advantage Investing, Inc., Coral Gables, FL: $139 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Advantage Investing, Inc. is an SEC registered investment adviser with its main office in Coral Gables, Florida and reports $139 million in regulatory assets under management in its Form ADV filed September 28, 2026. Its clients include other investment advisers, individuals and charitable organizations. It is paid through a percentage of assets under management.
The request: Watch Advantage Investing, Inc. (CRD number 116059): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 116059
- SEC file number
- 801-130325
- SEC status
- Approved, effective May 22, 2024
- Main office
- 2100 Ponce de Leon Blvd Suite Ph-5, Coral Gables, FL 33134
- Phone
- (757) 547-8257
- Regulatory AUM
- $138,851,510 in the Form ADV filed September 28, 2026
- Discretionary AUM
- $138,851,510
- Accounts
- 674
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 328 | $119.1 million |
| Individuals (other than high net worth individuals) | 36 | $8.2 million |
| Charitable organizations | 5 | $7.8 million |
| High net worth individuals | 3 | $3.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $138.9 million | February 20, 2026 |
| December 1, 2025 | $113.2 million | November 14, 2025 |
Other advisers in Coral Gables
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Bradesco Global Advisors | Coral Gables | $181.5 million | Not listed | adviserinfo.sec.gov |
| Altura Capital | Coral Gables | $159.5 million | 4 | adviserinfo.sec.gov |
| Balanz | Coral Gables | $152.6 million | Not listed | adviserinfo.sec.gov |
| Accumulator Operations LLC | Coral Gables | $148.4 million | 9 | adviserinfo.sec.gov |
| Entelevest, LLC | Coral Gables | $147 million | Not listed | adviserinfo.sec.gov |
| Portfolio Resources Advisor Group, Inc. | Coral Gables | $121.9 million | Not listed | adviserinfo.sec.gov |
| Futura Asset Advisors LLC | Coral Gables | $114.8 million | Not listed | adviserinfo.sec.gov |
| Cantata Wealth Management, LLC | Coral Gables | $101.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Coral Gables, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving other investment advisers
- Advisers serving individuals
- Advantage Investing, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.