# Andbanc Advisory LLC

> Andbanc Advisory LLC is an SEC-registered investment advisory firm in Miami, FL, registered since 2014, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 18, 2026.

- CRD: 150463
- Filed as: ANDBANC ADVISORY LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: May 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/150463
- AdvisorCensus page: https://advisorcensus.com/firm/andbanc-advisory-llc-miami-fl-150463

## Quick answers

**How is Andbanc Advisory LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Andbanc Advisory LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**Where is Andbanc Advisory LLC located?**
Andbanc Advisory LLC's principal office is in Miami, FL, according to its Form ADV.

**Is Andbanc Advisory LLC registered with the SEC or a state?**
Andbanc Advisory LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 150463.

**How much does Andbanc Advisory LLC manage?**
Andbanc Advisory LLC reports $806,476,121 in regulatory assets under management in its Form ADV filing dated May 18, 2026 (67% discretionary).

**How have Andbanc Advisory LLC's assets and staff changed since 2021?**
In the Form ADV data for Andbanc Advisory LLC: Regulatory assets under management: $666,929,073 in the October 2021 data and $806,476,121 in the October 2026 data, up 21%. Total employees: 6 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Andbanc Advisory LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (377); individuals (other than high net worth individuals) (95).

**Which custodians does Andbanc Advisory LLC use?**
Andbanc Advisory LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Andbanc Advisory LLC 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/150463

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Pershing LLC

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: $806,476,121
- Discretionary: $537,527,749
- Non-discretionary: $268,948,372

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 95 | $177,424,747 |
| High net worth individuals | 377 | $629,051,374 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 13 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $666,929,073 | 6 | July 1, 2021 |
| October 2022 | $734,554,546 | 6 | August 11, 2022 |
| October 2023 | $733,757,841 | 6 | September 6, 2023 |
| October 2024 | $855,064,993 | 10 | April 2, 2024 |
| October 2025 | $871,799,895 | 12 | July 24, 2025 |
| October 2026 | $806,476,121 | 13 | May 18, 2026 |

Regulatory assets under management: $666,929,073 in the October 2021 data and $806,476,121 in the October 2026 data, up 21%.
Total employees: 6 in October 2021 and 13 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Andbanc Advisory LLC (CRD 150463): Form ADV filing data as of October 2026.