# Investor's Advantage

> Investor's Advantage is an SEC-registered investment advisory firm, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 315773
- Filed as: INVESTOR'S ADVANTAGE
- Legal name: Investor's Advantage L.L.C.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/315773
- AdvisorCensus page: https://advisorcensus.com/firm/investor-s-advantage-315773

## Quick answers

**How is Investor's Advantage compensated?**
On its Form ADV (Item 5.E, October 2026), Investor's Advantage reports these compensation arrangements: a percentage of assets under its management.

**Is Investor's Advantage registered with the SEC or a state?**
Investor's Advantage is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 315773.

**How much does Investor's Advantage manage?**
Investor's Advantage reports $98,665,625 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (98% discretionary).

**How have Investor's Advantage's assets and staff changed since 2021?**
In the Form ADV data for Investor's Advantage: Regulatory assets under management: $0 in the October 2021 data and $98,665,625 in the October 2026 data. Total employees: 1 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 Investor's Advantage serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (57); high net worth individuals (25); corporations or other businesses not listed above (5).

**Which custodians does Investor's Advantage use?**
Investor's Advantage's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Interactive Brokers LLC as custodians holding 10% or more of its separately managed account assets.

**Does Investor's Advantage 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/315773

**Does Investor's Advantage state an account minimum?**
Its Form ADV Part 2A brochure dated March 2, 2026 says: "Normally a minimum of $250,000 is required to establish an account. Under certain circumstances lesser amounts are accepted at the discretion of the firm."

**What changed in Investor's Advantage's recent Form ADV filings?**
In the April 2026 filing data: Registered or notice-filed in LA.

## From the Form ADV filing

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

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

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> Normally a minimum of $250,000 is required to establish an account. Under certain circumstances lesser amounts are accepted at the discretion of the firm.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- 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: $98,665,625
- Discretionary: $96,353,624
- Non-discretionary: $2,312,001

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 57 | $13,664,709 |
| High net worth individuals | 25 | $81,227,692 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | 5 | $3,773,224 |

### 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: 2021 (5 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 1 | August 14, 2021 |
| October 2022 | $119,157,209 | 1 | April 22, 2022 |
| October 2023 | $104,547,178 | 2 | September 19, 2023 |
| October 2024 | $98,266,373 | 2 | February 29, 2024 |
| October 2025 | $100,144,823 | 2 | February 27, 2025 |
| October 2026 | $98,665,625 | 2 | March 4, 2026 |

Regulatory assets under management: $0 in the October 2021 data and $98,665,625 in the October 2026 data.
Total employees: 1 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Registered or notice-filed in LA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Investor's Advantage (CRD 315773): Form ADV filing data as of October 2026.