Comvest Credit Advisors, LLC
West Palm Beach, FL·SEC-registered · CRD #311663
Comvest Credit Advisors, LLC is an SEC-registered investment advisory firm in West Palm Beach, FL managing $9.3B across 12 client accounts, with 128 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$9.3B
Client accounts
12
Advisory staff
128
Fee model
Fee-only
How Comvest Credit Advisors, LLC 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 Comvest Credit Advisors, LLC
How much does Comvest Credit Advisors, LLC manage?
Per its most recent SEC Form ADV filing (03/31/2026), Comvest Credit Advisors, LLC reports $9.3B in regulatory assets under management across roughly 12 client accounts.
How does Comvest Credit Advisors, LLC charge?
Comvest Credit Advisors, LLC 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 Comvest Credit Advisors, LLC a fiduciary?
Yes. Comvest Credit Advisors, LLC is registered with the U.S. Securities and Exchange Commission (CRD #311663), 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 Comvest Credit Advisors, LLC 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 Comvest Credit Advisors, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Comvest Credit Advisors, LLC's public SEC Form ADV filing (CRD #311663, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Comvest Credit Advisors, LLC. 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 Comvest Credit Advisors, LLC? Claim this profile.