AdvisorCensus / Financial advisors / Florida / Miami / Storge
Storge is an SEC-registered investment advisory firm in Coral Gables, FL, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 27, 2026.
Quick answers
From the filingHow is Storge compensated?
On its Form ADV (Item 5.E, October 2026), Storge reports these compensation arrangements: a percentage of assets under its management.
Where is Storge located?
Storge's principal office is in Coral Gables, FL, according to its Form ADV; the September 2025 filing also lists 1 other office (Schedule D, Section 1.F).
Is Storge registered with the SEC or a state?
Storge is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 305395.
How much does Storge manage?
Storge reports $866,631,010 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (0% discretionary).
How have Storge's assets and staff changed since 2021?
In the Form ADV data for Storge: Regulatory assets under management: $387,509,987 in the October 2021 data and $866,631,010 in the October 2026 data, up 124%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Storge serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (69); corporations or other businesses not listed above (1).
Which custodians does Storge use?
Storge's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Banco de Sabadell, S.A., J.P. Morgan Securities LLC, Morgan Stanley and UBS Securities LLC as custodians holding 10% or more of its separately managed account assets.
Does Storge 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/305395
What changed in Storge's recent Form ADV filings?
In the March 2026 filing data: Regulatory assets under management went from $708,396,349 to $866,631,010 (+22%). No longer lists an office in Madrid. Registered or notice-filed in TX.
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
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 2AMinimum annual fee: $18,000
The brochure's wording
Minimum Fee: $ 18,000.00 per year*
As stated in the firm's Form ADV Part 2A brochure dated February 27, 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$866,631,010 as of October 2026, filing dated February 27, 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
Registration and firm details
Items 1, 2, 5- Legal name
- Storge Partners Economic Studies LLC
- Also doing business as
- STORGE
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2019 (7 years)
- Employees
- Total: 5. Performing investment advisory functions: 3.
- 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)
-
1 other office, as of the September 2025 filing
- States registered or notice-filed
-
3 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 | $866,631,010 | 5 | February 27, 2026 |
| October 2025 | $720,726,505 | 5 | February 20, 2025 |
| October 2024 | $568,688,854 | 4 | February 26, 2024 |
| October 2023 | $460,170,355 | 4 | February 23, 2023 |
| October 2022 | $429,658,613 | 5 | February 4, 2022 |
| October 2021 | $387,509,987 | 5 | April 14, 2021 |
Regulatory assets under management: $387,509,987 in the October 2021 data and $866,631,010 in the October 2026 data, up 124%.
Total employees: 5 in October 2021 and 5 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 $708,396,349 to $866,631,010 (+22%).
- No longer lists an office in Madrid.
- Registered or notice-filed in TX.
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. Storge (CRD 305395): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/storge-coral-gables-fl-305395