AdvisorCensus / Financial advisors / California / Los Angeles / ANT Money Advisors
ANT Money Advisors
Filed as ANT MONEY ADVISORS · Legal name ANT Money Advisors, LLC
ANT Money Advisors is an SEC-registered investment advisory firm in Newport Beach, CA, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 24, 2026.
Quick answers
From the filingHow is ANT Money Advisors compensated?
On its Form ADV (Item 5.E, October 2026), ANT Money Advisors reports these compensation arrangements: fixed fees (other than subscription fees).
Where is ANT Money Advisors located?
ANT Money Advisors' principal office is in Newport Beach, CA, according to its Form ADV.
Is ANT Money Advisors registered with the SEC or a state?
ANT Money Advisors is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 308481.
How much does ANT Money Advisors manage?
ANT Money Advisors reports $269 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (100% discretionary).
How have ANT Money Advisors' assets and staff changed since 2021?
In the Form ADV data for ANT Money Advisors: Regulatory assets under management: $28,910 in the October 2021 data and $269 in the October 2026 data, down 99%. Total employees: 12 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does ANT Money Advisors serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5).
Does ANT Money Advisors 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/308481
Does ANT Money Advisors state an account minimum?
Its Form ADV Part 2A brochure dated May 19, 2026 says: "There is an account minimum of $5 to open a new Client Account, which AMA can waive in its discretion."
What changed in ANT Money Advisors' recent Form ADV filings?
In the October 2026 filing data: Regulatory assets under management went from $0 to $269.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $5 (the brochure says it may be waived or negotiated)
The brochure's wording
There is an account minimum of $5 to open a new Client Account, which AMA can waive in its discretion.
As stated in the firm's Form ADV Part 2A brochure dated May 19, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$269 as of October 2026, filing dated September 24, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- ANT Money Advisors, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2020 (6 years)
- Employees
- Total: 12. Performing investment advisory functions: 1.
- Wrap fee program participation
- Yes.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $269 | 12 | September 24, 2026 |
| October 2025 | $607 | 12 | July 2, 2025 |
| October 2024 | $107,859 | 15 | February 12, 2024 |
| October 2023 | $392,635 | 15 | February 15, 2023 |
| October 2022 | $685,954 | 15 | April 29, 2022 |
| October 2021 | $28,910 | 12 | March 22, 2021 |
Regulatory assets under management: $28,910 in the October 2021 data and $269 in the October 2026 data, down 99%.
Total employees: 12 in October 2021 and 12 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Regulatory assets under management went from $0 to $269.
- April 2026
- Regulatory assets under management went from $607 to $0 (-100%).
- Registered or notice-filed in CA.
- January 2026
- No longer registered or notice-filed in CA.
- December 2025
- Registered or notice-filed in NH.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. ANT Money Advisors (CRD 308481): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/ant-money-advisors-newport-beach-ca-308481