# 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.

- CRD: 282589
- Filed as: INSIGNEO ADVISORY SERVICES, LLC
- 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)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: June 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282589
- AdvisorCensus page: https://advisorcensus.com/firm/insigneo-advisory-services-llc-miami-fl-282589

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: 0.4% to 2.5% a year (a range, as the brochure states it)

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

### Custodians (Schedule D, Section 5.K(3))
- Pershing 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: $5,162,797,048
- Discretionary: $2,071,214,373
- Non-discretionary: $3,091,582,675

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3,013 | $835,144,582 |
| High net worth individuals | 402 | $1,459,604,991 |
| Banking or thrift institutions | 8 | $159,515,990 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $67,198,416 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 16 | $8,510,337 |
| Charitable organizations | 3 | $9,049,086 |
| Insurance companies | 4 | $17,334,250 |
| Corporations or other businesses not listed above | 1,025 | $2,606,439,396 |

### 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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 223 total, 178 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, MA, MD, MI, MT, NC, NJ, NM, NV, NY, OH, OR, PA, PR, SC, SD, TN, TX, UT, VA, VI, WA, WI, WY
- 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
- Boca Raton, FL
- Boston, MA
- Cali
- Coral Gables, FL
- El Cajon, CA
- Houston, TX
- Laredo, TX
- Miami, FL
- Montevideo
- New York, NY
- San Antonio, TX
- San Juan, PR
- Santiago

### Websites listed on Form ADV (Item 1.I)
- insigneo.com
- open.spotify.com/show/2pmUEqoyF7zsVM6rb1zzY0
- x.insigneo.com
- Facebook @Insigneo
- Instagram @Insigneo
- LinkedIn @insigneo
- YouTube @insigneo

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,481,958,223 | 103 | August 10, 2021 |
| October 2022 | $2,071,937,794 | 146 | August 30, 2022 |
| October 2023 | $1,939,057,202 | 152 | March 30, 2023 |
| October 2024 | $3,067,400,975 | 185 | June 13, 2024 |
| October 2025 | $3,612,629,819 | 197 | June 11, 2025 |
| October 2026 | $5,162,797,048 | 223 | June 8, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Insigneo Advisory Services, LLC (CRD 282589): Form ADV filing data as of October 2026.