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Broker-dealer firm · Orlando, FL

International Assets Advisory, LLC

SEC-registered investment adviser · CRD 10645 · SEC 801-119029

At a glance

International Assets Advisory, LLC is an SEC-registered investment adviser based in Orlando, Florida, with $0 in regulatory assets under management as of its Form ADV filed March 9, 2026. By Form ADV it is a broker-dealer firm, ranked 372nd of 391 broker-dealer firms and 16,561st of 17,210 SEC-registered advisers by assets.

Main office 407-254-1500iaac.comAs filed on Form ADV

Regulatory AUM
$0M
Rank among broker-dealer firms
#372 of 391
Rank among all SEC RIAs
#16,561 of 17,210
Rank in Florida
#1,039 of 1,090
Clients
0
Accounts
0
Discretionary
0% of AUM
Employees
3
Advisory staff
3
Offices
1

Owners and executives on its Form ADV

Custody and brokerage

Custodian

International Assets Advisory, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.

Broker-dealer

Hybrid RIA

International Assets Advisory, LLC is a hybrid RIA: 3 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: BHS Financial, LLC and Primus Financial Services, LLC.

Other hybrid RIAs

Disciplinary disclosures

International Assets Advisory, LLC answers yes to 8 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 pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Hourly charges

Form ADV and brochures on the SEC’s adviser search ↗iaac.com ↗

AtlasMembers

The full record on International Assets Advisory, 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, 5 years of filings
Locked
Growth over one, three and five years
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Rank against 28 peers of its type and size
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Owners and executives, with titles and stakes
6 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
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Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does International Assets Advisory, LLC manage?

International Assets Advisory, LLC reports $0 in regulatory assets under management, on its Form ADV filed March 9, 2026.

What kind of firm is International Assets Advisory, LLC?

International Assets Advisory, LLC is a broker-dealer firm by its Form ADV answers. The firm is itself registered as a broker-dealer as well as an investment adviser.

Does International Assets Advisory, LLC have any disciplinary history?

International Assets Advisory, LLC answers yes to 8 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 International Assets Advisory, 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 (2026-03-09), 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 →