# ADV INVESTMENT MANAGEMENT

ADV INVESTMENT MANAGEMENT is an SEC-registered investment adviser.

## Registration

- CRD: 125326
- Type: SEC-registered investment adviser
- Phone: 914-738-6313
- Latest filing: 2026-02-11
- Regulatory AUM: $25.0M
- Discretionary AUM: $18.8M
- Non-discretionary AUM: $6.2M
- Clients: 1
- Accounts: 22

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/125326/brochure
- Similar advisers: https://search.stillhousedata.com/firm/125326/similar
- Related entities: https://search.stillhousedata.com/firm/125326/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/125326

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.