AdvisorCensus / Financial advisors / Florida / Miami / Numa
Numa is an SEC-registered investment advisory firm in Miami, FL, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 19, 2026.
Quick answers
From the filingHow is Numa compensated?
On its Form ADV (Item 5.E, October 2026), Numa reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.
What does Numa's brochure say about its fees?
Its Form ADV Part 2A brochure dated February 19, 2026 states: Asset-based fee: 0.3% to 1% 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 Numa located?
Numa's principal office is in Miami, FL, according to its Form ADV; the March 2026 filing also lists 2 other offices (Schedule D, Section 1.F).
Is Numa registered with the SEC or a state?
Numa is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 164602.
How much does Numa manage?
Numa reports $192,707,560 in regulatory assets under management in its Form ADV filing dated February 19, 2026 (61% discretionary).
How have Numa's assets and staff changed since 2021?
In the Form ADV data for Numa: Regulatory assets under management: $158,456,967 in the October 2021 data and $192,707,560 in the October 2026 data, up 22%. Total employees: 3 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Numa serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (36); high net worth individuals (24).
Which custodians does Numa use?
Numa's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BTG Pactual US Capital, LLC, Interactive Brokers LLC and J.P. Morgan Securities Inc. as custodians holding 10% or more of its separately managed account assets.
Does Numa 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/164602
Does Numa state an account minimum?
Its Form ADV Part 2A brochure dated February 19, 2026 says: "The minimum dollar value for establishing an Account is generally $50,000. Initial investments of a lesser amount may be accepted at Adviser’s discretion."
What changed in Numa's recent Form ADV filings?
In the March 2026 filing data: Employees performing advisory functions went from 3 to 1.
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
- Fixed fees (other than subscription fees)
- Other
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
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.3% to 1% a year (a range, as the brochure states it)
The brochure's wording
Adviser typically receives an annual management fee, between .30% to 1.00% of this calculated regulatory asset under management of the Account. All fees are negotiable.
Account minimum: $50,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The minimum dollar value for establishing an Account is generally $50,000. Initial investments of a lesser amount may be accepted at Adviser’s discretion.
As stated in the firm's Form ADV Part 2A brochure dated February 19, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$192,707,560 as of October 2026, filing dated February 19, 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
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- Numa Americas Corp.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2012 (14 years)
- Employees
- Total: 10. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
2 other offices, as of the March 2026 filing
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. 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 | $192,707,560 | 10 | February 19, 2026 |
| October 2025 | $186,396,399 | 10 | February 13, 2025 |
| October 2024 | $229,655,122 | 8 | March 5, 2024 |
| October 2023 | $226,153,506 | 8 | February 14, 2023 |
| October 2022 | $236,246,733 | 11 | March 25, 2022 |
| October 2021 | $158,456,967 | 3 | March 31, 2021 |
Regulatory assets under management: $158,456,967 in the October 2021 data and $192,707,560 in the October 2026 data, up 22%.
Total employees: 3 in October 2021 and 10 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
- Employees performing advisory functions went from 3 to 1.
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. Numa (CRD 164602): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/numa-miami-fl-164602