Insigneo Advisory Services, LLC

Registered investment adviser · Miami, FL · CRD #282589

Form ADV data as of 2026-09-01

Regulatory assets

$5.16 billion

Total accounts

5,107

Employees

223

Disclosure events

Firm details

Website: https://www.insigneo.com
Telephone: 305.373.9000
SEC file number: 801-107256
Most recent Form ADV filing: 2026-06-08
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$2.07 billion
Non-discretionary regulatory assets under management	$3.09 billion
Total regulatory assets under management	$5.16 billion
Discretionary accounts	2,079
Non-discretionary accounts	3,028
Total accounts	5,107
Regulatory assets under management attributable to non-U.S. persons	$3.52 billion

People

Total employees (excluding clerical)	223
Employees performing investment advisory functions (including research)	178
Employees who are registered representatives of a broker-dealer	211
Employees registered as investment adviser representatives with a state	180
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	68
Firms or persons who solicit advisory clients on the firm's behalf	39

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	Yes
A related person has custody of client securities	Yes
Client funds and securities held in a related person's custody	$26.8 million
Clients for whom a related person has custody	1
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	1

How the firm is compensated

A percentage of assets under managementFixed fees (other than subscription fees)Other

Advisory services offered

Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)Other

Other business activities

Registered representative of a broker-dealer

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Insurance company or agencySponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys securities from or sells securities to advisory clients (principal transactions)
Buys or sells for itself securities it also recommends to clients
Recommends securities in which it has another proprietary interest
Recommends securities in which it has another sales interest
Brokers or dealers selected under 8.C.(3) are related persons
Recommends brokers or dealers to clients
Brokers or dealers recommended under 8.E. are related persons
Compensates a non-employee for client referrals
Provides employee compensation specifically for obtaining clients

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	3,013	$835.1 million
High net worth individuals	402	$1.46 billion
Banking or thrift institutions	8	$159.5 million
Pooled investment vehicles (other than investment companies and BDCs)	2	$67.2 million
Pension and profit sharing plans (not the participants or government plans)	16	$8.5 million
Charitable organizations	3	$9.0 million
Insurance companies	4	$17.3 million
Corporations or other businesses not listed above	1,025	$2.61 billion