Data / Investment advisers / Florida / MMBG Investment Advisors Co.
MMBG Investment Advisors Co., Miami, FL: $3 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
MMBG Investment Advisors Co. is an SEC registered investment adviser with its main office in Miami, Florida and reports $3 billion in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include high net worth individuals, corporations and other businesses and charitable organizations. It is paid through a percentage of assets under management and fixed fees.
The request: Watch MMBG Investment Advisors Co. (CRD number 285263): 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
- 285263
- SEC file number
- 801-108467
- SEC status
- Approved, effective October 20, 2016
- Main office
- 1221 Brickell Avenue 1221 Brickell Building, Suite 1030, Miami, FL 33131
- Phone
- (305) 374-0704
- Website
- mmbginvestment.com
- Regulatory AUM
- $2,983,709,180 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $2,983,709,180
- Accounts
- 234
- Employees
- 14, of which 9 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 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 |
|---|---|---|
| High net worth individuals | 136 | $2.95 billion |
| Corporations or other businesses | 1 | $14.8 million |
| Charitable organizations | 1 | $14 million |
| Individuals (other than high net worth individuals) | 1 | $2.5 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 |
|---|---|---|
| April 1, 2026 | $2.98 billion | March 27, 2026 |
| December 1, 2025 | $2.46 billion | March 19, 2025 |
Other advisers in Miami
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Finaccess Advisors LLC | Miami | $4.11 billion | Not listed | adviserinfo.sec.gov |
| Valor Advisors LLC | Miami | $4.01 billion | Not listed | adviserinfo.sec.gov |
| Shaolin Capital Management LLC | Miami | $3.89 billion | 1 | adviserinfo.sec.gov |
| Defiance Etfs, LLC | Miami | $3.86 billion | Not listed | adviserinfo.sec.gov |
| Larch Capital Partners LLC | Miami | $3.00 billion | Not listed | adviserinfo.sec.gov |
| Eir Partners Capital, LP | Miami | $2.72 billion | 14 | adviserinfo.sec.gov |
| Ingham Retirement Group | Miami | $2.62 billion | Not listed | adviserinfo.sec.gov |
| Azora Capital LP | Miami | $2.50 billion | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Miami, FL
- Investment advisers in Florida
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- MMBG Investment Advisors Co. 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.