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Andbanc Advisory LLC

● SEC registered since 2014CRD 150463SEC# 801-79716Miami, FL
Export (members)
Reg. AUM
$806.5M
Employees
13
Accounts
472
Location
Miami, FL

Andbanc Advisory LLC assets under management

Andbanc Advisory LLC is a registered investment adviser overseen by the SEC based in Miami, FL. The firm has been registered since 2014. It reports $806.5 million in regulatory assets under management and employs 13 people.

Andbanc Advisory LLC owners & executives

6 reported
NameTitleOwnershipSince
Alejandro J Caceres ControlRisk ManagerUnder 5%2025
Andbanc Wealth Management Llc ControlMemberOver 75%2010
Carlos Eduardo Gribel ControlChief Executive OfficerUnder 5%2025
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Frequently asked questions

How much does Andbanc Advisory LLC manage?

Andbanc Advisory LLC reports $806.5 million in regulatory assets under management on its Form ADV.

How many employees does Andbanc Advisory LLC have?

Andbanc Advisory LLC reports 13 employees.

Where is Andbanc Advisory LLC located?

Andbanc Advisory LLC is based in Miami, FL and has been SEC-registered since 2014.

Does Andbanc Advisory LLC disclose fund performance?

Andbanc Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address201 S. Biscayne Blvd., Suite 1100, Miami, FL 33131
Phone305-702-0601
Fax305-704-8277
Office hours9:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Regulatory AUM

$806.5M▼ 7%
Mar '25 — $871.8MApr '25 — $871.8MMay '25 — $871.8MJun '25 — $871.8MJul '25 — $871.8MAug '25 — $871.8MSep '25 — $871.8MOct '25 — $871.8MNov '25 — $871.8MDec '25 — $871.8MJan '26 — $871.8MFeb '26 — $871.8MMar '26 — $806.5MApr '26 — $806.5MMay '26 — $806.5MJun '26 — $806.5M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers

Assets under management

$806.5Mregulatory AUM
Discretionary $537.5MNon-discretionary $268.9M