# Webs Investments Inc.

> Webs Investments Inc. is an SEC-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 23, 2026.

- CRD: 333355
- Filed as: WEBS INVESTMENTS INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: April 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333355
- AdvisorCensus page: https://advisorcensus.com/firm/webs-investments-inc-333355

## Quick answers

**How is Webs Investments Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Webs Investments Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Webs Investments Inc. registered with the SEC or a state?**
Webs Investments Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 333355.

**How much does Webs Investments Inc. manage?**
Webs Investments Inc. reports $10,006,893 in regulatory assets under management in its Form ADV filing dated April 23, 2026 (100% discretionary).

**How have Webs Investments Inc.'s assets and staff changed since 2025?**
In the Form ADV data for Webs Investments Inc.: Regulatory assets under management: $4,662,000 in the October 2025 data and $10,006,893 in the October 2026 data, up 115%. Total employees: 4 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Webs Investments Inc. serve?**
By number of clients on Form ADV Item 5.D: investment companies (13).

**Does Webs Investments Inc. 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/333355

**What changed in Webs Investments Inc.'s recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $4,662,000 to $10,006,893 (+115%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $10,006,893
- Discretionary: $10,006,893
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 13 | $10,006,893 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)

### Firm details
- Registered since: 2024 (1 year)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- learn.websinv.com
- websinv.com
- LinkedIn @webs-investments-inc
- X @websinv
- YouTube @WEBsInvestmentsInc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $4,662,000 | 4 | February 11, 2025 |
| October 2026 | $10,006,893 | 5 | April 23, 2026 |

Regulatory assets under management: $4,662,000 in the October 2025 data and $10,006,893 in the October 2026 data, up 115%.
Total employees: 4 in October 2025 and 5 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $4,662,000 to $10,006,893 (+115%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Webs Investments Inc. (CRD 333355): Form ADV filing data as of October 2026.