Data / Investment advisers / Maryland / Advisorshares
Advisorshares, Bethesda, MD: $1.7 billion AUM, SEC registered investment adviser
Advisorshares is an SEC registered investment adviser with its main office in Bethesda, Maryland and reports $1.7 billion in regulatory assets under management in its Form ADV filed March 12, 2026. Its clients include investment companies. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 149782
- SEC file number
- 801-70457
- SEC status
- Approved, effective August 4, 2009
- Legal name
- Advisorshares Investments, LLC
- Main office
- 4800 Montgomery Lane Suite 150, Bethesda, MD 20814
- Phone
- (877) 843-3831
- Regulatory AUM
- $1,721,894,407 in the Form ADV filed March 12, 2026
- Discretionary AUM
- $1,721,894,407
- Accounts
- 18
- Employees
- 11, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 12, 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 |
|---|---|---|
| Investment companies | 18 | $1.72 billion |
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 |
|---|---|---|
| April 1, 2026 | $1.72 billion | March 12, 2026 |
| December 1, 2025 | $1.19 billion | March 25, 2025 |
Other advisers in Bethesda
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| XML Financial Group | Bethesda | $3.30 billion | Not listed | adviserinfo.sec.gov |
| Potomac | Bethesda | $3.28 billion | Not listed | adviserinfo.sec.gov |
| Abrams Bison Investments, L.L.C. | Bethesda | $3.04 billion | 2 | adviserinfo.sec.gov |
| FBB Capital Partners | Bethesda | $2.39 billion | Not listed | adviserinfo.sec.gov |
| Trumbower Financial Advisors LLC | Bethesda | $1.98 billion | Not listed | adviserinfo.sec.gov |
| Rotunda Capital Partners, LLC | Bethesda | $1.61 billion | 12 | adviserinfo.sec.gov |
| Edgemoor Investment Advisors, Inc. | Bethesda | $1.52 billion | Not listed | adviserinfo.sec.gov |
| Sargent Investment Group | Bethesda | $1.48 billion | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Bethesda, MD
- Investment advisers in Maryland
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving investment companies
- Advisorshares on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.