MD INVESTMENT ADVISORS

MD INVESTMENT ADVISORS is an SEC-registered investment adviser (CRD 141593). Regulatory assets under management: $34.4M.

Registration

• CRD: 141593
• Type: Registered investment adviser
• Phone: 941-792-9198
• Latest filing: 2026-02-18
• Regulatory AUM: $34.4M
• Discretionary AUM: $24.3M
• Non-discretionary AUM: $10.1M
• Clients: 2
• Accounts: 130

Business model

Compensation: % of AUM.

Clients served: 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 141593 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search