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CIBEST CAPITAL ADVISORY SERVICES LLC

Advisory

N·MIAMI, FL

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$375M
1-Year AUM Growth
0.0%
3-Year CAGR
+5.4%
Employees
4
Assets Under Management
Total AUM$375M
Discretionary AUM$267M
Non-Discretionary AUM$108M
Discretionary %71.2%
Total Clients263
Team
Total Employees4
Investment Advisers7
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record13
First FilingMar 16, 2022
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 13 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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