RIA Intel›Advisers›Florida›PROVERBI CAPITAL ADVISORS, LLC

PROVERBI CAPITAL ADVISORS, LLC

Advisory

MELBOURNE, FL

Data as of Jun 30, 2026 · Source: SEC Form ADV

Rank in FL

#2,099

of 2,610 advisers by AUM

Average account

$97K

across 148 accounts

AUM per adviser

$3M

5 advisers

Source: SEC Form ADV. Figures as filed Jun 30, 2026.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$14M

Discretionary AUM$14M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients110

Team

Total Employees5

Investment Advisers5

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, LA

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

110 clients

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

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