# ANT Money Advisors

> 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.

- CRD: 308481
- Filed as: ANT MONEY ADVISORS
- Legal name: ANT Money Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Newport Beach, CA
- Filing period: October 2026
- Form ADV filing dated: September 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/308481
- AdvisorCensus page: https://advisorcensus.com/firm/ant-money-advisors-newport-beach-ca-308481

## Quick answers

**How 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

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated May 19, 2026)

- Account minimum: $5 (the brochure says it may be waived or negotiated)

> 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $269
- Discretionary: $269
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $269 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | Not reported |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 12 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- antmoneyadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $28,910 | 12 | March 22, 2021 |
| October 2022 | $685,954 | 15 | April 29, 2022 |
| October 2023 | $392,635 | 15 | February 15, 2023 |
| October 2024 | $107,859 | 15 | February 12, 2024 |
| October 2025 | $607 | 12 | July 2, 2025 |
| October 2026 | $269 | 12 | September 24, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. ANT Money Advisors (CRD 308481): Form ADV filing data as of October 2026.