# Inversiones Sura

> Inversiones Sura is an SEC-registered investment advisory firm in Miami, FL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 30, 2026.

- CRD: 318065
- Filed as: INVERSIONES SURA
- Legal name: Inversiones Sura Corp
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: September 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/318065
- AdvisorCensus page: https://advisorcensus.com/firm/inversiones-sura-miami-fl-318065

## Quick answers

**How is Inversiones Sura compensated?**
On its Form ADV (Item 5.E, October 2026), Inversiones Sura reports these compensation arrangements: a percentage of assets under its management; hourly charges; other.

**What does Inversiones Sura's brochure say about its fees?**
Its Form ADV Part 2A brochure dated July 10, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Inversiones Sura located?**
Inversiones Sura's principal office is in Miami, FL, according to its Form ADV.

**Is Inversiones Sura registered with the SEC or a state?**
Inversiones Sura is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 318065.

**How much does Inversiones Sura manage?**
Inversiones Sura reports $160,193,912 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (47% discretionary).

**How have Inversiones Sura's assets and staff changed since 2025?**
In the Form ADV data for Inversiones Sura: Regulatory assets under management: $103,037,572 in the October 2025 data and $160,193,912 in the October 2026 data, up 55%. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Inversiones Sura serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (387); high net worth individuals (26); corporations or other businesses not listed above (24).

**Which custodians does Inversiones Sura use?**
Inversiones Sura'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 Inversiones Sura 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/318065

**Does Inversiones Sura state an account minimum?**
Its Form ADV Part 2A brochure dated July 10, 2026 says: "SURA’s cumulative minimum account is $500,000. However, based on facts and circumstances SURA may, at its sole discretion, accept accounts with a lower value."

**What changed in Inversiones Sura's recent Form ADV filings?**
In the October 2026 filing data: 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
- Hourly charges
- Other

### Fees and minimums (Form ADV Part 2A brochure dated July 10, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> This fee is negotiated per-client and is up to 2.00% annual basis based on the complexity of each client's individual portfolio and needs, among other criteria.

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> SURA’s cumulative minimum account is $500,000. However, based on facts and circumstances SURA may, at its sole discretion, accept accounts with a lower value.

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: $160,193,912
- Discretionary: $75,430,331
- Non-discretionary: $84,763,581

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 387 | $90,933,588 |
| High net worth individuals | 26 | $50,477,465 |
| Corporations or other businesses not listed above | 24 | $18,782,859 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $103,037,572 | 1 | April 7, 2025 |
| October 2026 | $160,193,912 | 1 | September 30, 2026 |

Regulatory assets under management: $103,037,572 in the October 2025 data and $160,193,912 in the October 2026 data, up 55%.
Total employees: 1 in October 2025 and 1 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### August 2026
- Updated its list of owners and control persons (Schedule A).

### July 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $103,037,572 to $160,193,912 (+55%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Inversiones Sura (CRD 318065): Form ADV filing data as of October 2026.