Investment adviser · CRD 317663
CIBEST CAPITAL ADVISORY SERVICES LLC
Investment adviser filing (IA)
MIAMI, FL, United States · Form ADV filed Sep 3, 2026
- Regulatory AUM
- $375M Form ADV · Item 5.F
- Client accounts
- 462 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 4 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 |
|---|---|---|---|
| Corporations & businesses | 208 | $245,274,511 | 65.4% |
| Individuals | 244 | $63,248,503 | 16.9% |
| Banks & thrifts | Fewer than 5 | $52,125,230 | 13.9% |
| Charities | Fewer than 5 | $8,038,147 | 2.1% |
| High-net-worth individuals | 7 | $6,156,682 | 1.6% |
Filing source
Form ADV 2130948 · Sep 3, 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 3, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
1221 BRICKELL AVENUE, SUITE 2010MIAMI, FL, 33131, United States
CRD 317663
Filing source
Form ADV 2130948 · Sep 3, 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.