ADVISORY INVESTOR SERVICES LLC

CRD

173134

SEC file #

801-122774

EIN

—

DBA names

—

Economics

AUM

$209.9M

AUM band

$100M-$500M

AUM trajectory

'22 · $203.1M

'23 · $203.1M

'25 · $181.2M

'26 · $209.9M

'22'26

$203.1M → $209.9M▲ +3%

sec adv history

Client mix

Individuals Other	87
Other	58
Individuals High Net Worth	44

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'22 · 9 advisors

'23 · 9 advisors

'25 · 5 advisors

'26 · 6 advisors

'22'26

9 advisors → 6 advisors▼ -33%

sec adv history

Primary office

MIAMI FL

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwabmedium confidence

adv brochure

Services offered

Portfolio mgmt — individualsSelection of other advisersOther Advisory Services

Fee basis

% of AUMOther Compensation

Filings

Latest ADV filing

03/12/2026

advisoryinvestorservices.com

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

FERRERA AZARAK, VICENTE, ALEXANDER

Top Owner Pct

62.5

Top Owner Entity Kind

Owner Count

Control Persons

FERRERA AZARAK, VICENTE, ALEXANDER

GARCIA, ANDREINA

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

ADVISORYINVESTORSERVICES.COM

Rdap Domain Creation Date

2014-09-13T03:32:45Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Registered

sec edgar

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Window

Charles Schwab

Full

Charles Schwab	8
Pershing	4
E*trade	4

adv brochure

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2026-09-13T03:32:45Z

Rdap Domain Last Changed

2025-08-20T14:11:06Z

Rdap Nameservers

Ns11.domaincontrol.comNs12.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Top Owner CRD

4313925

Trust Company Affiliate