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SEC data October 1, 2026
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SEC data October 1, 2026
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SEC-registered investment adviser · CRD 333355 · SEC 801-131319
At a glance
Webs Investments Inc. is an SEC-registered investment adviser based in United States, with $10 million in regulatory assets under management as of its Form ADV filed April 23, 2026. Its largest client group by assets is investment companies. By Form ADV it is a asset manager, ranked 2,536th of 3,218 asset managers and 16,294th of 17,210 SEC-registered advisers by assets.
websinv.comLinkedInAs filed on Form ADV
Webs Investments Inc.’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Hybrid RIA
Webs Investments Inc. is a hybrid RIA: 3 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 13 | $10M | 100% |
Webs Investments Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
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Webs Investments Inc. reports $10 million in regulatory assets under management across 13 accounts, 100% of it on a discretionary basis, on its Form ADV filed April 23, 2026.
Webs Investments Inc. is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
By assets, its largest client types are investment companies ($10 million, 13 clients).
Webs Investments Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Every figure is Webs Investments Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-23), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →