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CIBEST CAPITAL ADVISORY SERVICES LLC
CRD 317663 · SEC 801-123719
1221 BRICKELL AVENUE, SUITE 2010, MIAMI, FL, 33131, United States
Phone
786-551-9122
Fax
786-551-9495
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$374.8M
Discretionary AUM
$267.0M
Team
7 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 244 | $63.2M |
| High net worth individuals | 7 | $6.2M |
| Banking/thrift institutions | 1 | $52.1M |
| Charitable organizations | 2 | $8.0M |
| Corporations/business entities | 208 | $245.3M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD