ADV INVESTMENT MANAGEMENT

ADV INVESTMENT MANAGEMENT is an SEC-registered investment adviser (CRD 125326). Regulatory assets under management: $25.0M.

Registration

• CRD: 125326
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 125326 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search