MAXIMUM ADVISORY

MAXIMUM ADVISORY is an SEC-registered investment adviser (CRD 284983). Regulatory assets under management: $2.7M.

Registration

• CRD: 284983
• Type: Registered investment adviser
• Phone: 7042663738
• Latest filing: 2026-03-30
• Regulatory AUM: $2.7M
• Discretionary AUM: $1.9M
• Non-discretionary AUM: $821K
• Clients: 1
• Accounts: 14

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 284983 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search