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Investor's Advantage L.L.C.

● SEC registered since 2021CRD 315773SEC# 801-122067
Export (members)
Reg. AUM
$98.7M
Employees
2
Accounts
202
Location

Investor's Advantage L.L.C. assets under management

Investor's Advantage L.L.C. is an investment advisory firm registered with the SEC. The firm has been registered since 2021. It reports $98.7 million in regulatory assets under management and employs 2 people.

Investor's Advantage L.L.C. owners & executives

2 reported
NameTitleOwnershipSince
Fadi Boury ControlPresident/CcoOver 75%2021
Hani C. Boury ControlCo-Owner5-10%2021

Frequently asked questions

How much does Investor's Advantage L.L.C. manage?

Investor's Advantage L.L.C. reports $98.7 million in regulatory assets under management on its Form ADV.

How many employees does Investor's Advantage L.L.C. have?

Investor's Advantage L.L.C. reports 2 employees.

Does Investor's Advantage L.L.C. disclose fund performance?

Investor's Advantage L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone469-569-2145
Office hoursBy Appt
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Regulatory AUM

$98.7M▼ 1%
Feb '25 — $100.1MMar '25 — $100.1MApr '25 — $100.1MMay '25 — $100.1MJun '25 — $100.1MJul '25 — $100.1MAug '25 — $100.1MSep '25 — $100.1MOct '25 — $100.1MNov '25 — $100.1MDec '25 — $100.1MJan '26 — $100.1MFeb '26 — $100.1MMar '26 — $98.7MApr '26 — $98.7MMay '26 — $98.7MJun '26 — $98.7M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$98.7Mregulatory AUM
Discretionary $96.4MNon-discretionary $2.3M