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| Keyboard |
| ADVR Inc
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|---|---|
| CRD # | 318823 |
| SEC # | 801-128856 |
| CIK # | 0002070018 |
| AUM | 126.8 M (2026-03-30) |
| Employees | 12 (25% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 843-284-6261 |
| Address | 525 King Street Charleston, SC 29403 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 403 | 91.8 |
| (b) Individuals (high net worth individuals) | 23 | 35.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,029 | 126.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 2,029 | 126.8 |
| Total | 2,029 | 126.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 126.8 | |
| Total | 2,029 | 126.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0002070018] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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126.5 M |