SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Inversiones Sura
Miami, FL
Inversiones Sura Corp, CRD 318065
Firm filing updated July 10, 2026 ·
- $160.2MAssets
- 437Clients
- 1Advisory staff
- 442Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- OtherYes
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- Individuals387
- High net worth individuals26
- Corporations or other businesses24
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 387 | $90.9 million |
| High net worth individuals | 26 | $50.5 million |
| Corporations or other businesses not listed above | 24 | $18.8 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Other: "CONSULTING SERVICES"
- Portfolio management for individuals and/or small businesses
- Other: "CONSULTING SERVICES"
Assets and accounts
- Regulatory assets$160.2 million
- Accounts442
- Discretionary$75.4 million · 324 accounts
- Non-discretionary$84.8 million · 118 accounts
People
- Employees1
- Advisory staff1
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Inversiones Sura Corp SEC-registered investment advisor. CRD 318065, SEC file 801-132240.
- Registered with the SEC as an investment advisor (status date on record: April 10, 2025).
Is Inversiones Sura a fiduciary?
Short answer: Inversiones Sura is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.