INVESTOR'S ADVANTAGE L.L.C.

INVESTOR'S ADVANTAGE L.L.C. is an SEC-registered investment adviser (CRD 315773). Regulatory assets under management: $98.7M.

Registration

• CRD: 315773
• SEC file number: 801-122067
• Type: Registered investment adviser
• Phone: 469-569-2145
• Latest filing: 2026-03-04
• Regulatory AUM: $98.7M
• Discretionary AUM: $96.4M
• Non-discretionary AUM: $2.3M
• Clients: 2
• Accounts: 202

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 315773 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search