Invex Advisors LLC

Overview

Invex Advisors LLC is an SEC registered investment adviser based in Coral Gables, FL, registered since 2016. It reports $759M in assets under management across 84 accounts, with 8 employees. It has 6 investment adviser representatives.

Reported AUM

$759M

Discretionary

100%

Accounts

84

Average account

$9M

Employees

8

Advisory reps

6

Registered since

2016

Jurisdictions

2

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Other Advisory Services

Client types

• Banks or Thrifts
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Investment Companies

Fee structure

Percentage of Assets and Performance-Based Fees

Executive officers 2 of 2

• Gerardo Reyes Retana Higuera President CRD 2433345
• Carlos Barrientos Serrano Chief Compliance Officer CRD 4520476

Advisory reps 3 of 6

• Juan Salvador Amaya Franck Registered Rep · Investment Adviser Rep CRD 3041009
• Fernando Barroso Rodriguez Registered Rep · Investment Adviser Rep CRD 6089940
• Juan Pablo Cobian Moran Registered Rep · Investment Adviser Rep CRD 6712218

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2 Alhambra Plz Ph Ii
Coral Gables, FL 33134

County

Miami-Dade

Metro area

Miami-Fort Lauderdale-Pompano Beach, FL

Region

South

Registrations

• SEC registered
• Registered in 2 jurisdictions

Every state, with registration dates

Similar firms near Coral Gables

• Bayview Asset Management, LLCCoral Gables, FL$64.2B AUM
• We Family OfficesCoral Gables, FL$17.8B AUM
• Dimension Capital Management LLCCoral Gables, FL$7.3B AUM
• Trivest Investment Advisors, LLCCoral Gables, FL$6B AUM
• Archpoint InvestorsCoral Gables, FL$4.1B AUM