AdvisorCensus / Financial advisors / Florida / Miami / IUR Capital, LLC
IUR Capital, LLC is a state-registered investment advisory firm in Miami, FL, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 15, 2026.
Quick answers
From the filingHow is IUR Capital, LLC compensated?
On its Form ADV (Item 5.E, October 2026), IUR Capital, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is IUR Capital, LLC located?
IUR Capital, LLC's principal office is in Miami, FL, according to its Form ADV.
Is IUR Capital, LLC registered with the SEC or a state?
IUR Capital, LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 153630.
How much does IUR Capital, LLC manage?
IUR Capital, LLC reports $4,687,601 in regulatory assets under management in its Form ADV filing dated May 15, 2026 (100% discretionary).
How have IUR Capital, LLC's assets and staff changed since 2021?
In the Form ADV data for IUR Capital, LLC: Regulatory assets under management: $3,577,190 in the October 2021 data and $4,687,601 in the October 2026 data, up 31%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does IUR Capital, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (22); individuals (other than high net worth individuals) (7); corporations or other businesses not listed above (4).
Does IUR Capital, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/153630
What changed in IUR Capital, LLC's recent Form ADV filings?
In the March 2026 filing data: Regulatory assets under management went from $61,021,466 to $4,687,601 (-92%). Registered or notice-filed in FL.
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
- Performance-based fees
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
Regulatory assets under management
Item 5.F$4,687,601 as of October 2026, filing dated May 15, 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 businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Registration
- State-registered investment adviser. Status as filed: APPROVED.
- Registered since
- 2026 (0 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
State-registered investment advisers are examined by their state securities regulator. 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 | $4,687,601 | 1 | May 15, 2026 |
| October 2025 | $61,021,466 | 1 | April 30, 2025 |
| October 2024 | $93,219,462 | 1 | April 24, 2024 |
| October 2023 | $40,688,872 | 1 | April 13, 2023 |
| October 2022 | $25,393,014 | 1 | March 31, 2022 |
| October 2021 | $3,577,190 | 1 | July 20, 2021 |
Regulatory assets under management: $3,577,190 in the October 2021 data and $4,687,601 in the October 2026 data, up 31%.
Total employees: 1 in October 2021 and 1 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- March 2026
- Regulatory assets under management went from $61,021,466 to $4,687,601 (-92%).
- Registered or notice-filed in FL.
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. IUR Capital, LLC (CRD 153630): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/iur-capital-llc-miami-fl-153630