Amerant Investments, Inc.

Overview

Amerant Investments, Inc. is a Broker Dealer and registered investment adviser based in Coral Gables, FL, registered since 2002. It reports $782M in assets under management across 1,296 accounts, with 35 employees. Its 35 registered representatives work across 4 branch offices in 1 state.

Reported AUM

$782M

Discretionary

62%

Accounts

1,296

Average account

$604K

Employees

35

Registered reps

35

Branch offices

4

Registered since

2002

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pooled Investment Vehicles

Fee structure

Percentage of Assets. Sponsors a wrap fee program.

Products and services

• Corporate Bonds
• Investment Advisory Services
• Kiosk Activities - Bank
• Municipal Securities Broker
• Mutual Fund/Retailer
• Mutual Funds
• Non-Enchange Member Transactions
• Stock
• Time Deposits
• Trading Securities for Own Account
• U.S Government Securities Broker

Executive officers 3 of 7

• Sergio Emiliano Guerrero Chief Operating Officer, Financial and Operations Principal, Managing Principal & Financial Operations Principal CRD 5718350
• Jose Vicente Restrepo Chief Compliance Officer CRD 6148942
• Alberto Manuel Capriles Director CRD 6998024

4 more executive officers, with direct contact details

Registered reps 3 of 35

• Diego Alfonso Abreu Registered Rep · Investment Adviser Rep CRD 7774630
• Maria Cecilia Almeida Registered Rep CRD 7613128
• Andrea M Baldelomar Registered Rep CRD 7844018

32 more registered reps, with emails, phones and branch locations

Location

Headquarters

220 Alhambra Cir Fl 2
Coral Gables, FL 33134

County

Miami-Dade

Metro area

Miami-Fort Lauderdale-Pompano Beach, FL

Region

South

Branch offices

4 in 1 state, including Boca Raton, FL, Tampa, FL and West Palm Beach, FL

Registrations

• SEC registered, corporation formed in Delaware
• Registered in 13 jurisdictions
• Website: amerantbank.com

Every state, with registration dates

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