Asset manager · Coral Gables, FL
Advantage Investing, Inc.
SEC-registered investment adviser · CRD 116059 · SEC 801-130325
At a glance
Advantage Investing, Inc. is an SEC-registered investment adviser based in Coral Gables, Florida, with $139 million in regulatory assets under management as of its Form ADV filed September 28, 2026. Its largest client group by assets is other investment advisers, and it reports 39 individual clients. By Form ADV it is a asset manager, ranked 2,231st of 3,218 asset managers and 14,056th of 17,210 SEC-registered advisers by assets.
Main office 757-547-8257advantageinvesting.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $139M
- Rank among asset managers
- #2,231 of 3,218
- Rank among all SEC RIAs
- #14,056 of 17,210
- Rank in Florida
- #878 of 1,090
- Individual clients
- 39
- High-net-worth clients
- 3
- Accounts
- 674
- Discretionary
- 100% of AUM
- Employees
- 2
- Advisory staff
- 2
- Offices
- 2
Owners and executives on its Form ADV
- Ronald A. WrightPresident, CCO
- Daniela O. WrightSecretary
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Other investment advisers | 328 | $119M | 86% |
| Individuals | 36 | $8M | 6% |
| Charitable organizations | 5 | $8M | 6% |
| High-net-worth individuals | 3 | $4M | 3% |
Disciplinary disclosures
Advantage Investing, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗advantageinvesting.com ↗
AtlasMembers
The full record on Advantage Investing, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
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- Growth over one, three and five years
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- Rank against 667 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Advantage Investing, Inc. manage?
Advantage Investing, Inc. reports $139 million in regulatory assets under management across 674 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 28, 2026.
What kind of firm is Advantage Investing, Inc.?
Advantage Investing, 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.
Who are Advantage Investing, Inc.’s clients?
By assets, its largest client types are other investment advisers ($119 million, 328 clients); individuals ($8 million, 36 clients); charitable organizations ($8 million, 5 clients).
Does Advantage Investing, Inc. have any disciplinary history?
Advantage Investing, Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Advantage Investing, 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 (2026-09-28), 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 →