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COMVEST CREDIT ADVISORS, LLC

WEST PALM BEACH, FL · CRD 311663 · IAPD ↗ · 561-727-2000

$9.25BRegulatory AUM
128Advisory reps
150Employees
0Clients
n/aPlanning clients
12Private funds
3States
12Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — COMVEST CREDIT ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 12 (0 -> 12).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
40
April 2026 — COMVEST CREDIT ADVISORS, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — COMVEST CREDIT ADVISORS, LLC grew from 100 to 128 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
59
April 2025 — COMVEST CREDIT ADVISORS, LLC reported RAUM up 74% ($4.83B -> $8.41B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — COMVEST CREDIT ADVISORS, LLC grew from 80 to 101 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
57
April 2024 — COMVEST CREDIT ADVISORS, LLC reported RAUM up 60% ($3.01B -> $4.83B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2024 — COMVEST CREDIT ADVISORS, LLC grew from 70 to 80 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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