# Advantage Investing, Inc.

> Advantage Investing, Inc. is an SEC-registered investment advisory firm in Coral Gables, FL, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 28, 2026.

- CRD: 116059
- Filed as: ADVANTAGE INVESTING, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Coral Gables, FL
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/116059
- AdvisorCensus page: https://advisorcensus.com/firm/advantage-investing-inc-coral-gables-fl-116059

## Quick answers

**How is Advantage Investing, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Advantage Investing, Inc. reports these compensation arrangements: a percentage of assets under its management.

**Where is Advantage Investing, Inc. located?**
Advantage Investing, Inc.'s principal office is in Coral Gables, FL, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Advantage Investing, Inc. registered with the SEC or a state?**
Advantage Investing, Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 116059.

**How much does Advantage Investing, Inc. manage?**
Advantage Investing, Inc. reports $138,851,510 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (100% discretionary).

**How have Advantage Investing, Inc.'s assets and staff changed since 2024?**
In the Form ADV data for Advantage Investing, Inc.: Regulatory assets under management: $102,150,079 in the October 2024 data and $138,851,510 in the October 2026 data, up 36%. Total employees: 2 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Advantage Investing, Inc. serve?**
By number of clients on Form ADV Item 5.D: other investment advisers (328); individuals (other than high net worth individuals) (36); charitable organizations (5).

**Which custodians does Advantage Investing, Inc. use?**
Advantage Investing, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Advantage Investing, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/116059

**Does Advantage Investing, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated February 20, 2026 says: "We typically require a minimum account size of $100,000 for our services. However, we may accept smaller accounts based upon special circumstances, at our own discretion."

**What changed in Advantage Investing, Inc.'s recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 1 to 2. Regulatory assets under management went from $113,155,663 to $138,851,510 (+23%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated February 20, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> We typically require a minimum account size of $100,000 for our services. However, we may accept smaller accounts based upon special circumstances, at our own discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $138,851,510
- Discretionary: $138,851,510
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 36 | $8,168,148 |
| High net worth individuals | 3 | $3,848,017 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 5 | $7,770,917 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 328 | $119,064,428 |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA, MD, NC, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Chesapeake, VA

### Websites listed on Form ADV (Item 1.I)
- advantageinvesting.com
- Facebook @advantageinvestinginc
- LinkedIn @advantageinvesting
- X @rawright99

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $102,150,079 | 2 | September 3, 2024 |
| October 2025 | $113,155,663 | 1 | April 2, 2025 |
| October 2026 | $138,851,510 | 2 | September 28, 2026 |

Regulatory assets under management: $102,150,079 in the October 2024 data and $138,851,510 in the October 2026 data, up 36%.
Total employees: 2 in October 2024 and 2 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 1 to 2.
- Regulatory assets under management went from $113,155,663 to $138,851,510 (+23%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Advantage Investing, Inc. (CRD 116059): Form ADV filing data as of October 2026.