RIA Intel›Advisers›INVESTOR'S ADVANTAGE L.L.C.

INVESTOR'S ADVANTAGE L.L.C.

Advisory

N·

Data as of Mar 4, 2026 · Source: SEC Form ADV

Total AUM

$99M

1-Year AUM Growth

-6.0%

3-Year CAGR

-5.7%

Employees

1

Assets Under Management

Total AUM$99M

Discretionary AUM$96M

Non-Discretionary AUM$2M

Discretionary %97.7%

Total Clients85

Team

Total Employees1

Investment Advisers2

Employee Growth (1Y)—

Filing History

Total Filings on Record11

First FilingJul 12, 2021

Latest FilingMar 4, 2026

🔒 Full AUM trend chart and 11 historical filings spanning 5+ 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 INVESTOR'S ADVANTAGE L.L.C.

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