Investment adviser · CRD 116059
ADVANTAGE INVESTING, INC.
Investment adviser filing (IA)
CORAL GABLES, FL, United States · Form ADV filed Sep 28, 2026
- Regulatory AUM
- $139M Form ADV · Item 5.F
- Client accounts
- 674 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other investment advisers | 328 | $119,064,428 | 85.7% |
| Individuals | 36 | $8,168,148 | 5.9% |
| Charities | 5 | $7,770,917 | 5.6% |
| High-net-worth individuals | 3 | $3,848,017 | 2.8% |
Filing source
Form ADV 2135225 · Sep 28, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 28, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
2100 PONCE DE LEON BLVD, SUITE PH-5CORAL GABLES, FL, 33134, United States
CRD 116059
Filing source
Form ADV 2135225 · Sep 28, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.