← Tributary

AMERANT INVESTMENTS, INC.

CORAL GABLES, FL · CRD 117284 · IAPD ↗ · amerantinvestments.marstone.com · 305-460-8599

$782.4MRegulatory AUM
22Advisory reps
35Employees
0Clients
0Planning clients
0Private funds
8States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — AMERANT INVESTMENTS, INC. added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
April 2026 — AMERANT INVESTMENTS, INC. grew from 15 to 22 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
28
July 2025 — AMERANT INVESTMENTS, INC. changed its website from amerantinvestments.com to amerantinvestments.marstone.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
April 2025 — AMERANT INVESTMENTS, INC. notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — AMERANT INVESTMENTS, INC. added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
March 2025 — AMERANT INVESTMENTS, INC. notice-filed in NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
January 2025 — AMERANT INVESTMENTS, INC. notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — AMERANT INVESTMENTS, INC. shrank from 19 to 14 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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