RIA Intel›Advisers›Florida›CARIBBEAN & LATIN AMERICAN SECURITIES, LLC

CARIBBEAN & LATIN AMERICAN SECURITIES, LLC

Advisory

WESTON, FL

Data as of Mar 3, 2026 · Source: SEC Form ADV

Rank in FL

#1,633

of 2,610 advisers by AUM

Average account

$180K

across 272 accounts

AUM per adviser

$5M

9 advisers

Source: SEC Form ADV. Figures as filed Mar 3, 2026.

Total AUM

$49M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

16

Assets Under Management

Total AUM$49M

Discretionary AUM$49M

Non-Discretionary AUM$95K

Discretionary %99.8%

Total Clients235

Team

Total Employees16

Investment Advisers9

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

235 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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