Asset manager · Miami, FL
Insigneo Advisory Services, LLC
SEC-registered investment adviser · CRD 282589 · SEC 801-107256
At a glance
Insigneo Advisory Services, LLC is an SEC-registered investment adviser based in Miami, Florida, with $5.2 billion in regulatory assets under management as of its Form ADV filed June 8, 2026. Its largest client group by assets is corporations or other businesses, and it reports 3,415 individual clients. By Form ADV it is a asset manager, ranked 685th of 3,218 asset managers and 2,049th of 17,210 SEC-registered advisers by assets.
Main office 305-373-9000insigneo.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $5.2B
- Rank among asset managers
- #685 of 3,218
- Rank among all SEC RIAs
- #2,049 of 17,210
- Rank in Florida
- #83 of 1,090
- Individual clients
- 3,415
- High-net-worth clients
- 402
- Accounts
- 5,107
- Discretionary
- 40% of AUM
- Employees
- 223
- Advisory staff
- 178
- Offices
- 17
Owners and executives on its Form ADV
- George W. ArnettGeneral Counsel and Corporate Secretary/director
- Javier RiveroPresident and Chief Operating Officer/director
- Mariano F. ScandizzoHead of Asset Management and Portfolio Manager
- Mariela C. Arana LandaetaHead of Client Relations
- Michael R. AverettChief Revenue Officer
- Francisco NunezDirector
- Justin P. CaulfieldChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Insigneo Advisory Services, LLC is a hybrid RIA: 211 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Hencorp, S.a De C.V. and Insigneo Securities, LLC.
- Hencorp, S.a De C.V.
- Insigneo Securities, LLC ↗CRD 29249
An introducing broker-dealer: its trades clear through Pershing, which holds the brokerage accounts. Its annual audited report filed with the SEC, March 2026
Its Form ADV brochure (filed March 2026) names Insigneo Securities as the broker-dealer its advisers are registered with.
Where a Limited Partner invests in the Partnership through a th ird-party manager where the representative who introduced the Limited Partner is a licensed registered representative with ISEC then the Limited Partner would be issued interes
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Corporations or other businesses | 1,025 | $2.6B | 50% |
| High-net-worth individuals | 402 | $1.5B | 28% |
| Individuals | 3,013 | $835M | 16% |
| Banking or thrift institutions | 8 | $160M | 3% |
| Pooled investment vehicles | 2 | $67M | 1% |
| Insurance companies | 4 | $17M | <1% |
| Charitable organizations | 3 | $9M | <1% |
| Pension and profit sharing plans | 16 | $9M | <1% |
Private funds
Insigneo Advisory Services, LLC reports 1 private funds with $27M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Insigneo Advisory Services, LLC 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 pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗insigneo.com ↗
AtlasMembers
The full record on Insigneo Advisory Services, LLC
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, 9 years of filings
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- Growth over one, three and five years
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- Rank against 698 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
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- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Insigneo Advisory Services, LLC manage?
Insigneo Advisory Services, LLC reports $5.2 billion in regulatory assets under management across 5,107 accounts, 40% of it on a discretionary basis, on its Form ADV filed June 8, 2026.
What kind of firm is Insigneo Advisory Services, LLC?
Insigneo Advisory Services, LLC 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 Insigneo Advisory Services, LLC’s clients?
By assets, its largest client types are corporations or other businesses ($2.6 billion, 1,025 clients); high-net-worth individuals ($1.5 billion, 402 clients); individuals ($835 million, 3,013 clients).
Does Insigneo Advisory Services, LLC manage private funds?
Yes. It reports 1 private funds with $27 million in gross assets, including private equity funds.
Does Insigneo Advisory Services, LLC have any disciplinary history?
Insigneo Advisory Services, LLC 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 Insigneo Advisory Services, LLC’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 (2026-06-08), 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 →