# Davivienda Advisors

> Davivienda Advisors is an SEC-registered investment advisory firm in Miami, FL, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 10, 2026.

- CRD: 319755
- Filed as: DAVIVIENDA ADVISORS
- Legal name: Davivienda Investment Advisor USA LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: June 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/319755
- AdvisorCensus page: https://advisorcensus.com/firm/davivienda-advisors-miami-fl-319755

## Quick answers

**How is Davivienda Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Davivienda Advisors reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Davivienda Advisors located?**
Davivienda Advisors' principal office is in Miami, FL, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Davivienda Advisors registered with the SEC or a state?**
Davivienda Advisors is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 319755.

**How much does Davivienda Advisors manage?**
Davivienda Advisors reports $120,204,357 in regulatory assets under management in its Form ADV filing dated June 10, 2026 (36% discretionary).

**How have Davivienda Advisors' assets and staff changed since 2023?**
In the Form ADV data for Davivienda Advisors: Regulatory assets under management: $0 in the October 2023 data and $120,204,357 in the October 2026 data. Total employees: 2 in October 2023 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Davivienda Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (360); banking or thrift institutions (1).

**Which custodians does Davivienda Advisors use?**
Davivienda Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Clearstream Banking S.A. and Interactive Brokers LLC as custodians holding 10% or more of its separately managed account assets.

**Does Davivienda 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/319755

**What changed in Davivienda Advisors' recent Form ADV filings?**
In the May 2026 filing data: Employees performing advisory functions went from 6 to 5. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Clearstream Banking S.A.
- Interactive Brokers 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: $120,204,357
- Discretionary: $42,987,304
- Non-discretionary: $77,217,053

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 360 | $42,987,304 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 1 | $77,217,053 |
| 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 | $0 |

### 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: 2022 (3 years)
- Employees: 8 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Bogata

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 2 | August 31, 2023 |
| October 2024 | $121,661,083 | 4 | May 9, 2024 |
| October 2025 | $109,155,203 | 7 | March 31, 2025 |
| October 2026 | $120,204,357 | 8 | June 10, 2026 |

Regulatory assets under management: $0 in the October 2023 data and $120,204,357 in the October 2026 data.
Total employees: 2 in October 2023 and 8 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Employees performing advisory functions went from 6 to 5.
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $109,155,203 to $120,204,357 (+10%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Davivienda Advisors (CRD 319755): Form ADV filing data as of October 2026.