AdvisorCensus / Financial advisors / Florida / Miami / Insigneo Advisory Services, LLC
Insigneo Advisory Services, LLC is an SEC-registered investment advisory firm in Miami, FL, registered since 2016, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated June 8, 2026.
Quick answers
From the filingHow is Insigneo Advisory Services, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Insigneo Advisory Services, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.
What does Insigneo Advisory Services, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 0.4% to 2.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Insigneo Advisory Services, LLC located?
Insigneo Advisory Services, LLC's principal office is in Miami, FL, according to its Form ADV; the July 2026 filing also lists 13 other offices (Schedule D, Section 1.F).
Is Insigneo Advisory Services, LLC registered with the SEC or a state?
Insigneo Advisory Services, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 282589.
How much does Insigneo Advisory Services, LLC manage?
Insigneo Advisory Services, LLC reports $5,162,797,048 in regulatory assets under management in its Form ADV filing dated June 8, 2026 (40% discretionary).
How have Insigneo Advisory Services, LLC's assets and staff changed since 2021?
In the Form ADV data for Insigneo Advisory Services, LLC: Regulatory assets under management: $1,481,958,223 in the October 2021 data and $5,162,797,048 in the October 2026 data, up 248%. Total employees: 103 in October 2021 and 223 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Insigneo Advisory Services, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (3,013); corporations or other businesses not listed above (1,025); high net worth individuals (402).
Which custodians does Insigneo Advisory Services, LLC use?
Insigneo Advisory Services, 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 Insigneo Advisory Services, 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/282589
Does Insigneo Advisory Services, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 31, 2026 says: "The minimum dollar value for establishing an Account is generally $100,000. Initial investments of a lesser amount may be accepted at Adviser’s discretion."
What changed in Insigneo Advisory Services, LLC's recent Form ADV filings?
In the July 2026 filing data: Registered or notice-filed in DC, IA, NM.
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- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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 2AAsset-based fee: 0.4% to 2.5% a year (a range, as the brochure states it)
The brochure's wording
The Adviser typically receives an annual management fee, between 0.40% to 2.50% of the gross asset value of the Account.
Account minimum: $100,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The minimum dollar value for establishing an Account is generally $100,000. Initial investments of a lesser amount may be accepted at Adviser’s discretion.
As stated in the firm's Form ADV Part 2A brochure dated March 31, 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$5,162,797,048 as of October 2026, filing dated June 8, 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
- 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)
- Other
Registration and firm details
Items 1, 2, 5- Also doing business as
- A PLUS CAPITAL,LLC, AC GLOBAL INVESTMENT PARTNERS, ARS PRIVATE WEALTH MANAGEMENT, LLC, BAYFRONT GROUP, LLC, BORRELI CAPITAL MANAGEMENT, CARRILLO WEALTH MANAGEMENT, DIAZ-BAZAN ASSET MANAGEMENT, DM WEALTH MANAGEMENT GROUP, EMERALD WEALTH ADVISORS, GAP WEALTH MANAGEMENT, GREEN GROVE WEALTH MANAGEMENT, LLC, HILLGUARD WEALTH MANAGEMENT LLC, HONEST WEALTH, LLC, LEGACY ADVISORY GROUP, MVP WEALTH MANAGEMENT, MVR WEALTH MANAGEMENT, PHOENIX PRIVATE CLIENT GROUP, PRUDENT WEALTH ADVISERS, REL CAPITAL ADVISORS, RONIN CAPITAL, TENET GLOBAL ADVISORS, THE AMERICAS FINANCIAL GROUP, THE BAY WEALTH GROUP, THE PRIVATE WEALTH GROUP, TRANSATLANTIC INVESTMENT PARTNERS, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2016 (10 years)
- Employees
- Total: 223. Performing investment advisory functions: 178.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
13 other offices, as of the July 2026 filing
- States registered or notice-filed
-
35 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 | $5,162,797,048 | 223 | June 8, 2026 |
| October 2025 | $3,612,629,819 | 197 | June 11, 2025 |
| October 2024 | $3,067,400,975 | 185 | June 13, 2024 |
| October 2023 | $1,939,057,202 | 152 | March 30, 2023 |
| October 2022 | $2,071,937,794 | 146 | August 30, 2022 |
| October 2021 | $1,481,958,223 | 103 | August 10, 2021 |
Regulatory assets under management: $1,481,958,223 in the October 2021 data and $5,162,797,048 in the October 2026 data, up 248%.
Total employees: 103 in October 2021 and 223 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- July 2026
- Registered or notice-filed in DC, IA, NM.
- April 2026
- No longer lists the business name Aires Capital Advisors, LLC.
- No longer lists the business name Stone Capital Management.
- Added the business name The Americas Financial Group.
- Employees performing advisory functions went from 188 to 178.
- Regulatory assets under management went from $3,612,629,819 to $5,162,797,048 (+43%).
- Added an office in Montevideo.
- February 2026
- Registered or notice-filed in ID, MT, UT.
- January 2026
- Registered or notice-filed in MI.
- December 2025
- Registered or notice-filed in HI, SD, VA.
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. Insigneo Advisory Services, LLC (CRD 282589): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/insigneo-advisory-services-llc-miami-fl-282589