Wealth manager, bank-affiliated · Miami, FL
Bbva Global Wealth Advisors, Inc.
SEC-registered investment adviser · CRD 327326 · SEC 801-129582
At a glance
Bbva Global Wealth Advisors, Inc. is an SEC-registered investment adviser based in Miami, Florida, with $1.4 billion in regulatory assets under management as of its Form ADV filed September 15, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 660 individual clients. By Form ADV it is a wealth manager (bank-affiliated), ranked 1,144th of 8,915 wealth managers and 4,526th of 17,210 SEC-registered advisers by assets.
Main office 305-205-7752bbvaglobalwealthadvisors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.4B
- Rank among wealth managers
- #1,144 of 8,915
- Rank among all SEC RIAs
- #4,526 of 17,210
- Rank in Florida
- #219 of 1,090
- Individual clients
- 660
- High-net-worth clients
- 582
- Accounts
- 792
- Discretionary
- 0% of AUM
- Employees
- 84
- Advisory staff
- 39
- Offices
- 3
Owners and executives on its Form ADV
- Catalina M. CadavidChief Operating Officer
- Victor Pina PineroChief Investment Officer
- William A. Graham Jr.General Counsel
- Alejandro TrejoCommercial Head
- Isabel Perez FernandezHead of Finance
- Humberto Garcia De Alba CarrilloChief Executive Officer
- Dulce M. Galindo GnibusChief Compliance Officer
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It names affiliated broker-dealers: Banco Bilbao Vizcaya Argentaria Uruguay SA, Bbva Securities Inc. and Bbva Valores Colombia SA Sociedad Comisionista De Bolsa.
- Banco Bilbao Vizcaya Argentaria Uruguay SA
- Bbva Securities Inc. ↗CRD 27060
An introducing broker-dealer: its trades clear through another firm, which holds the brokerage accounts. Its annual audited report filed with the SEC, February 2026
- Bbva Valores Colombia SA Sociedad Comisionista De Bolsa
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 582 | $911M | 67% |
| Corporations or other businesses | 101 | $319M | 23% |
| Other | 31 | $101M | 7% |
| Individuals | 78 | $34M | 3% |
Disciplinary disclosures
Bbva Global Wealth Advisors, Inc. answers yes to 2 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). 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 ↗bbvaglobalwealthadvisors.com ↗
AtlasMembers
The full record on Bbva Global Wealth Advisors, 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 2,719 peers of its type and size
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- Owners and executives, with titles and stakes
- 7 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 5Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Bbva Global Wealth Advisors, Inc. manage?
Bbva Global Wealth Advisors, Inc. reports $1.4 billion in regulatory assets under management across 792 accounts, on its Form ADV filed September 15, 2026.
What kind of firm is Bbva Global Wealth Advisors, Inc.?
Bbva Global Wealth Advisors, Inc. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals. It reports a bank or thrift among its related persons. A public reporting company controls it.
Who are Bbva Global Wealth Advisors, Inc.’s clients?
By assets, its largest client types are high-net-worth individuals ($911 million, 582 clients); corporations or other businesses ($319 million, 101 clients); other ($101 million, 31 clients).
Does Bbva Global Wealth Advisors, Inc. have any disciplinary history?
Bbva Global Wealth Advisors, Inc. answers yes to 2 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Bbva Global Wealth Advisors, 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 (2026-09-15), 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 →