DBA: ADVANTAGE INVESTMENT MANAGEMENT
| Total AUM | $215.4M |
| Discretionary | $167.9M78% of AUM |
| Non-Discretionary | $47.5M |
| Client Accounts | 369 |
| Avg Account Size | $584K |
| Employees | 10 |
| Peak AUM | $215.4MMar 2026 |
| AUM CAGR |
Total AUM
$215M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $215M | +16.5% | +16.2% | +9.6% | |
| Discretionary AUM | |||||
| Total AUM | $215.4M |
| Discretionary | $167.9M |
| Employees | 10 |
| Client Accounts | 369 |
| Client Range | 1-10 |
Address
2319 LIME KILN LANE
LOUISVILLE KY 40222
Phone
502-212-3000
Filing History
11 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$168M
77.9% of AUM
Non-Discretionary
$48M
22.1% of AUM
Disc. mix ▲ 1.5pp vs 1 year ago
| $168M |
| +18.8% |
| +17.1% |
| +5.8% |
| Non-Disc. AUM | $48M | +9.2% | +13.1% | +32.2% |
| Total Accounts | 369 | 4.4% | 22.9% | 16.1% |
| Avg Account Size | $583,675.366 | +21.9% | +50.7% | +30.6% |
| Employees | 10 | +25.0% | +7.7% | +5.7% |
| AUM / Employee | $22M | 6.8% | +7.9% | +3.6% |
Client AUM Segments | |||||
| Wealth AUM | $183M | +14.8% | +16.4% | +9.0% | |
| Institutional AUM | $32M | +27.3% | +15.7% | +14.1% | |
Client Count Segments | |||||
| HNW Clients | 310 | 4.6% | 2.3% | 3.1% | |
| Institutional | 16 | 27.3% | +21.1% | +15.5% | |
| Individuals | 43 | +10.3% | 26.0% | 18.6% | |