RIA Intel›Advisers›Florida›AMERANT INVESTMENTS, INC.

AMERANT INVESTMENTS, INC.

Advisory

N·CORAL GABLES, FL

Data as of Mar 6, 2026 · Source: SEC Form ADV

Total AUM

$782M

1-Year AUM Growth

+5.3%

3-Year CAGR

+5.8%

Employees

22

Assets Under Management

Total AUM$782M

Discretionary AUM$482M

Non-Discretionary AUM$300M

Discretionary %61.6%

Total Clients705

Team

Total Employees22

Investment Advisers35

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record59

First FilingMar 12, 2002

Latest FilingMar 6, 2026

🔒 Full AUM trend chart and 59 historical filings spanning 24+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on AMERANT INVESTMENTS, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.