Advantage Investment Management
Advantage Investment Management is an SEC-registered mass-market adviser in Louisville, KY with $215.4M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Advantage Investment Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 146493, SEC 801-125798, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $215.4M (2026-03-25)
- Firm type
- Mass-Market Adviser
- Location
- Louisville, KY
- Employees
- 10
- Clients
- 369
- CRD
- 146493
- Ownership
- GARTON, DONALD, LEE; MOUNCE, KATHLEEN; Garton, Michael, Joseph
How much AUM does Advantage Investment Management have?
Advantage Investment Management reported $215.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Advantage Investment Management?
Disclosed owners and executives of Advantage Investment Management include GARTON, DONALD, LEE, MOUNCE, KATHLEEN, Garton, Michael, Joseph. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.