# Invex Advisors LLC

> Invex Advisors LLC is an SEC-registered investment advisory firm in Coral Gables, FL, registered since 2016, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 164519
- Filed as: INVEX ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Coral Gables, FL
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/164519
- AdvisorCensus page: https://advisorcensus.com/firm/invex-advisors-llc-coral-gables-fl-164519

## Quick answers

**How is Invex Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Invex Advisors LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**How much does Invex Advisors LLC charge?**
Its Form ADV Part 2A brochure dated March 18, 2026 states: Asset-based fee: 0.2% to 2% 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 Invex Advisors LLC located?**
Invex Advisors LLC's principal office is in Coral Gables, FL, according to its Form ADV.

**Is Invex Advisors LLC registered with the SEC or a state?**
Invex Advisors LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 164519.

**How much does Invex Advisors LLC manage?**
Invex Advisors LLC reports $759,255,000 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**How have Invex Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Invex Advisors LLC: Regulatory assets under management: $472,507,000 in the October 2021 data and $759,255,000 in the October 2026 data, up 61%. Total employees: 6 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Invex Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (44); individuals (other than high net worth individuals) (14); corporations or other businesses not listed above (11).

**Which custodians does Invex Advisors LLC use?**
Invex Advisors 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 Invex Advisors 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/164519

**What changed in Invex Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $659,605,631 to $759,255,000 (+15%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- Asset-based fee: 0.2% to 2% a year (a range, as the brochure states it)

> Our annual fee for portfolio management services varies between 0.20% to 2.00% depending upon the market value of your assets under our management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client.

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: $759,255,000
- Discretionary: $759,255,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $894,000 |
| High net worth individuals | 44 | $220,979,000 |
| Banking or thrift institutions | 8 | $69,184,000 |
| Investment companies | 3 | $213,772,000 |
| Insurance companies | Fewer than 5 | $58,177,000 |
| Corporations or other businesses not listed above | 11 | $196,249,000 |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 8 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, 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 | $472,507,000 | 6 | June 23, 2021 |
| October 2022 | $479,021,000 | 7 | March 17, 2022 |
| October 2023 | $460,516,000 | 8 | March 16, 2023 |
| October 2024 | $534,747,000 | 8 | May 8, 2024 |
| October 2025 | $659,605,631 | 8 | March 10, 2025 |
| October 2026 | $759,255,000 | 8 | March 18, 2026 |

Regulatory assets under management: $472,507,000 in the October 2021 data and $759,255,000 in the October 2026 data, up 61%.
Total employees: 6 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $659,605,631 to $759,255,000 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Invex Advisors LLC (CRD 164519): Form ADV filing data as of October 2026.