Advantage Capital Management
New York, NY·SEC-registered · CRD #171128
Advantage Capital Management is an SEC-registered investment advisory firm in New York, NY managing $8.3B across 81 client accounts, with 26 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$8.3B
Client accounts
81
Advisory staff
26
Fee model
Fee-only
How Advantage Capital Management is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Advantage Capital Management
How much does Advantage Capital Management manage?
Per its most recent SEC Form ADV filing (05/14/2026), Advantage Capital Management reports $8.3B in regulatory assets under management across roughly 81 client accounts.
How does Advantage Capital Management charge?
Advantage Capital Management is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Advantage Capital Management a fiduciary?
Yes. Advantage Capital Management is registered with the U.S. Securities and Exchange Commission (CRD #171128), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Advantage Capital Management taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Advantage Capital Management and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Advantage Capital Management's public SEC Form ADV filing (CRD #171128, filed 05/14/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Advantage Capital Management. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Advantage Capital Management? Claim this profile.