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ADVANTAGE INVESTING, INC.

CORAL GABLES, FL · CRD 116059 · IAPD ↗ · 757-547-8257

$138.9MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
March 2026 — ADVANTAGE INVESTING, INC. now reports custody of client assets ($2.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
December 2024 — ADVANTAGE INVESTING, INC. moved its main office from CHESAPEAKE, VA to CORAL GABLES, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
95
June 2024 — ADVANTAGE INVESTING, INC. (CHESAPEAKE, VA) is newly SEC-registered with $102.2M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.