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.
Numa
Miami, FL
Numa Americas Corp., CRD 164602
Firm filing updated February 19, 2026 ·
- $192.7MAssets
- 60Clients
- 1Advisory staff
- 195Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- OtherYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- Individuals36
- High net worth individuals24
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 36 | $8.6 million |
| High net worth individuals | 24 | $184.1 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: "BACK-OFFICE EXECUTION AND SUB-ADVISORY. FOREIGN EXCHANGE HEDGING ADVISORY."
- Portfolio management for individuals and/or small businesses
- Other: "BACK-OFFICE EXECUTION AND SUB-ADVISORY. FOREIGN EXCHANGE HEDGING ADVISORY."
Assets and accounts
- Regulatory assets$192.7 million
- Accounts195
- Discretionary$116.8 million · 143 accounts
- Non-discretionary$75.9 million · 52 accounts
People
- Employees10
- Advisory staff1
- Broker-dealer reps0
- Licensed insurance agents0
Registration details
- Legal name: Numa Americas Corp. SEC-registered investment advisor. CRD 164602, SEC file 801-76990.
- Registered with the SEC as an investment advisor (status date on record: August 10, 2012).
Is Numa a fiduciary?
Short answer: Numa is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
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.