Investors Advantage LLC (Austin)


Investors Advantage LLC is an adviser based in Austin. It manages $74.51 million of regulatory assets for 145 client accounts. It has been registered with the SEC as an adviser since 2001.

Investors Advantage provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Investors Advantage: assets under management

The assets under management (AUM) of Investors Advantage LLC is $74.51 million. The firm's AUM has grown by 28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $74.3 million in discretionary accounts and $210 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $523.24 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $70 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Investors Advantage LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Investors Advantage LLC

Larry Saunders has been acting as President since 1 Sep 1995. Fadi Boury joined the executive team most recently as the Vice President.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Fadi Boury Vice president 1 Sep 1995 25% - 50% 2275353
Larry Saunders President 1 Sep 1995 50% - 75% 2146896
Hani C. Boury Member 1 Sep 1995 Other 4360982

Based in Austin

The principal office where Investors Advantage LLC performs its advisory services is located at 4131 Spicewood Springs Road, Austin, TX 78759, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 512-794-1188 or by fax 512-794-3996. The normal business hours are 8:30am to 4pm on Monday - Friday. You can find more information about the New York firm at www.iainvest.com.

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