|
⚲
|
| Keyboard |
| Cibest Capital Advisory Services LLC
✚
|
|
|---|---|
| CRD # | 317663 |
| SEC # | 801-123719 |
| CIK # | |
| AUM | 374.8 M (2026-03-31) |
| Employees | 7 (57% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 786-551-9122 |
| Address | 1221 Brickell Avenue Miami, FL 33131 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 244 | 63.2 |
| (b) Individuals (high net worth individuals) | 7 | 6.2 |
| (c) Banking or thrift institutions | 1 | 52.1 |
| (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 | 2 | 8.0 |
| (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 | 208 | 245.3 |
| (n) Other | 0 | 0.0 |
| Total | 462 | 374.8 |
| By Discretionary | ||
| Discretionary | 444 | 267.0 |
| Non-Discretionary | 18 | 107.9 |
| Total | 462 | 374.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 361.6 | |
| United States Persons | 13.2 | |
| Total | 462 | 374.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Prosperity Advisers LLC
✚
|
PA | 375.8 M |
|
Marin Bay Wealth Advisors LLC
✚
|
CA | 375.6 M |
|
Cultivar Capital Inc
✚
|
TX | 375.1 M |
|
Bear Mountain Capital Inc
✚
|
WA | 375.0 M |
|
St Johns Investment Management Company LLC
✚
|
FL | 374.8 M |
|
Strategent Financial LLC
✚
|
VA | 374.7 M |
|
The Pitti Group Wealth Management LLC
✚
|
NY | 374.3 M |
|
Comprehensive Wealth Solutions LLC
✚
|
FL | 374.3 M |
|
Aurora Private Wealth Inc
✚
|
NJ | 374.0 M |
|
Demars Financial Group LLC
✚
|
WA | 374.0 M |