ADVR LLC

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Assets, Funds, Holdings

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ADVR LLC
CRD #318823
SEC #801-128856
CIK #0002070018
AUM $51.3 M (2025-06-20)
Employees 14 (21% Investors, 0% Brokers)
Phone843-284-6261
Address525 King Street
Charleston, SC 29403
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
604836241202011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 594 51.3
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 594 51.3
By Discretionary
Discretionary 0 0.0
Non-Discretionary 594 51.3
Total 594 51.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 51.3
Total 594 51.3
EDGAR Form CIK 2011 - 2025
D [0002070018]
Comparable Firms State AUM ($B)
Radiant Global Investors LLC
0.1
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0.1
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Ossia Investment Management LLC
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Moralis Technologies LLC
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Black Hill Capital Partners LLC
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Seaway Advisors Ltd
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BPM Wealth Advisors LLC
CA 0.0
Polaris Financial LLC
0.0
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