# INVEX ADVISORS

INVEX ADVISORS is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 164519
- **SEC file number:** 801-108084
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/164519

## About

INVEX ADVISORS LLC is an SEC-registered investment adviser in Coral Gables, FL, registered since 2016. The firm manages approximately $759 million in regulatory assets. It has 8 employees and 6 investment advisers.

## Questions

### Is INVEX ADVISORS registered with the SEC?

Yes, INVEX ADVISORS LLC is registered with the U.S. Securities and Exchange Commission as a Registered Investment Adviser (RIA). The firm's Form ADV filing confirms its regulatory status and outlines its advisory business, including services offered to individuals, high-net-worth clients, and pooled investment vehicles. Its CRD number and filing history are matters of public record through the SEC's Investment Adviser Public Disclosure (IAPD) database.

### What investment strategies does INVEX ADVISORS employ?

The firm employs a multi-asset approach, referencing equities, fixed income, and private fund investments as part of its advisory scope. Its regulatory documents suggest a manager-selection or open-architecture model, where the firm allocates client capital to third-party investment managers. The firm's strategy is not publicly documented in detail, and specific asset allocations or performance records have not been disclosed.

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Last updated: 2026-06-03T20:00:00.000Z

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