AdvisorCensus / Financial advisors / Florida / Miami / Emcee Invest
Emcee Invest
Filed as EMCEE INVEST · Legal name Emcee Invest, Inc.
Emcee Invest is an SEC-registered investment advisory firm in Miami, FL, registered since 2018, with no regulatory assets under management reported in its Form ADV filing dated March 24, 2026.
Quick answers
From the filingHow is Emcee Invest compensated?
On its Form ADV (Item 5.E, October 2026), Emcee Invest reports these compensation arrangements: other.
Where is Emcee Invest located?
Emcee Invest's principal office is in Miami, FL, according to its Form ADV.
Is Emcee Invest registered with the SEC or a state?
Emcee Invest is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 297589.
How have Emcee Invest's assets and staff changed since 2021?
In the Form ADV data for Emcee Invest: Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Emcee Invest serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (400).
Does Emcee Invest 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/297589
What changed in Emcee Invest's recent Form ADV filings?
In the April 2026 filing data: Registered or notice-filed in OH, TX.
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- Other
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 2ASee the firm's brochure (dated March 24, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.FNot reported.
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- Other
Registration and firm details
Items 1, 2, 5- Legal name
- Emcee Invest, Inc.
- Also doing business as
- BITS OF STOCK
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2018 (8 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
5 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 | Not reported | 2 | March 24, 2026 |
| October 2025 | Not reported | 2 | July 25, 2025 |
| October 2024 | Not reported | 4 | March 27, 2024 |
| October 2023 | Not reported | 4 | May 26, 2023 |
| October 2022 | Not reported | 2 | March 31, 2022 |
| October 2021 | Not reported | 2 | March 31, 2021 |
Total employees: 2 in October 2021 and 2 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- April 2026
- Registered or notice-filed in OH, TX.
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. Emcee Invest (CRD 297589): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/emcee-invest-miami-fl-297589