# Openvest

> Openvest is an SEC-registered investment advisory firm in Aventura, FL, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 29, 2026.

- CRD: 328152
- Filed as: OPENVEST
- Legal name: Openvest Access LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Aventura, FL
- Filing period: October 2026
- Form ADV filing dated: June 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/328152
- AdvisorCensus page: https://advisorcensus.com/firm/openvest-aventura-fl-328152

## Quick answers

**How is Openvest compensated?**
On its Form ADV (Item 5.E, October 2026), Openvest reports these compensation arrangements: fixed fees (other than subscription fees).

**Where is Openvest located?**
Openvest's principal office is in Aventura, FL, according to its Form ADV.

**Is Openvest registered with the SEC or a state?**
Openvest is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 328152.

**How much does Openvest manage?**
Openvest reports $353,485 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (100% discretionary).

**How have Openvest's assets and staff changed since 2025?**
In the Form ADV data for Openvest: Regulatory assets under management: $2,364 in the October 2025 data and $353,485 in the October 2026 data, up 14853%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Openvest serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (139).

**Does Openvest 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/328152

**Does Openvest state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "To create an account, Openvest requires a client to pay the Fixed Fee and to invest an initial minimum of $300 for individual taxable accounts and IRAs, which is communicated clearly during the onboarding process before account creation."

**What changed in Openvest's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $2,364 to $353,485 (+14853%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $300

> To create an account, Openvest requires a client to pay the Fixed Fee and to invest an initial minimum of $300 for individual taxable accounts and IRAs, which is communicated clearly during the onboarding process before account creation.

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

### Regulatory assets under management (Item 5.F)
- Total: $353,485
- Discretionary: $353,485
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 139 | $353,485 |
| High net worth individuals | Fewer than 5 | $0 |
| 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 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $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 | Fewer than 5 | $0 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CO, FL, GA, KS, LA, MI, NY, OH, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- openvest.co
- Instagram @openvest1

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $2,364 | 2 | June 19, 2025 |
| October 2026 | $353,485 | 2 | June 29, 2026 |

Regulatory assets under management: $2,364 in the October 2025 data and $353,485 in the October 2026 data, up 14853%.
Total employees: 2 in October 2025 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $2,364 to $353,485 (+14853%).

### December 2025
- Registered or notice-filed in CO, GA, KS, LA, MI, OH, TX, UT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Openvest (CRD 328152): Form ADV filing data as of October 2026.