Medina Capital Advisors, LLC
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Overview
Medina Capital Advisors, LLC is a financial advisory company based in Miami, Florida. Medina Capital Advisors, LLC oversees $2.9 million in assets under management over two client accounts. The company has a small group, including 5 financial advisors. Medina Capital Advisors, LLC does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable financial investments such as bonds, equities and options.
Medina Capital Advisors, LLC administers all of the firm's client assets in a discretionary manner. Discretionary management is a structure in which a portfolio manager has the discretion to make transaction judgments without needing the client's permission. The company's typical account size is $1.4 million. The average financial advisor at Medina Capital Advisors, LLC manages fewer than one client account, placing it among the most individualized firms in the country.
Medina Capital Advisors, LLC's headquarters is at 2333 Ponce De Leon Blvd, Miami, Florida 33134. Medina Capital Advisors, LLC is allowed to provide services to clients in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Medina Capital Advisors, LLC by the Numbers
$2.9 million
7
2
$1.4 million
Fee Structure
Fees for financial advisory services typically vary depending on which service is offered. However, fee types billed by Medina Capital Advisors, LLC most likely are comprised of any blend of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to pooled investment vehicles. Out of its two customers, Medina Capital Advisors, LLC's biggest client by number of accounts is pooled investment vehicles. None of the firm's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Medina Capital Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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