Advantage Investing, Inc.
● SEC registered since 2024CRD 116059SEC# 801-130325Coral Gables, FL
Reg. AUM
$138.9M
Employees
2
Accounts
674
Location
Coral Gables, FL
Advantage Investing, Inc. assets under management
Advantage Investing, Inc. is a registered investment adviser overseen by the SEC based in Coral Gables, FL. The firm has been registered since 2024. It reports $138.9 million in regulatory assets under management and employs 2 people.
Advantage Investing, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniela Olauson Wright | Secretary | Under 5% | 2017 |
| Ronald Allan Wright Control | President, Cco | Over 75% | 1998 |
Frequently asked questions
How much does Advantage Investing, Inc. manage?
Advantage Investing, Inc. reports $138.9 million in regulatory assets under management on its Form ADV.
How many employees does Advantage Investing, Inc. have?
Advantage Investing, Inc. reports 2 employees.
Where is Advantage Investing, Inc. located?
Advantage Investing, Inc. is based in Coral Gables, FL and has been SEC-registered since 2024.
Does Advantage Investing, Inc. disclose fund performance?
Advantage Investing, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2100 Ponce de Leon Blvd, Suite Ph-5, Coral Gables, FL 33134 |
| Phone | 757-547-8257 |
| Fax | 757-436-9267 |
| Office hours | 9:00a.m. - 4:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$138.9M▲ 23%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$138.9Mregulatory AUM
Discretionary $138.9M