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International Assets Advisory, LLC

International Assets Advisory, LLC is a fee-only, SEC-registered investment adviser in Orlando, Florida, registered with the SEC since 2020. As an SEC-registered adviser it is held to a fiduciary standard. Its exact fee schedule and account minimums are disclosed in Form ADV Part 2A.

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Source: SEC Form ADV · CRD #10645 · SEC #801-119029 · SEC-registered since 2020 (6 yrs) · Last filing data January 1, 2026

AUM
Not reported

as of 2026

Fee model
Fee-only

per Form ADV 5.E

Clients
Not reported

Form ADV 5.C — may be institutional

Employees
3

3 advisers

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Overview

AI-generated summary

International Assets Advisory, LLC is a fee-only, SEC-registered investment adviser based in Orlando, Florida. It did not report regulatory assets under management on its most recent Form ADV. The firm reports one or more disclosure events on Form ADV Item 11 — see the disclosures section below.

This summary is generated from Form ADV data and may not capture all nuances. Always review the complete SEC filing before making decisions.

Firm details

CRD #
10645
SEC #
801-119029
Headquarters
Orlando, FL
Employees
3

Clients served

Client types not reported on this filing.

Fees & compensation

  • Compensation model: Fee-only — the firm reports being paid by clients (e.g. a percentage of assets) and not through commissions.
  • Typical fee range: See Part 2A. Exact advisory fee rates are reported in Form ADV Part 2A, not Part 1.
  • Account minimum: See Part 2A. Minimums are disclosed in the firm's Part 2A brochure.
  • Custodial, trading, and fund expenses may apply in addition to advisory fees. See the firm's Form ADV Part 2A for the complete fee schedule.

Disclosures

  • 2026 · Other regulatory agency disclosure

    International Assets Advisory, LLC reported one or more matters in this category on Form ADV Item 11. Form ADV Part 1 indicates that a disclosure exists but not its outcome; review the full Disclosure Reporting Pages on the SEC IAPD record for details and resolution.

  • 2026 · Self-regulatory organization disclosure

    International Assets Advisory, LLC reported one or more matters in this category on Form ADV Item 11. Form ADV Part 1 indicates that a disclosure exists but not its outcome; review the full Disclosure Reporting Pages on the SEC IAPD record for details and resolution.

  • Detailed, AI-summarized breakdowns of each event are being rolled out across the directory. For now, review the full Disclosure Reporting Pages on the SEC IAPD record.

Frequently asked questions

Is International Assets Advisory, LLC a fiduciary?+

Yes. International Assets Advisory, LLC is an SEC-registered investment adviser (CRD #10645), which means it is held to a fiduciary standard and must act in its clients' best interest. Verify its current status on the SEC's Investment Adviser Public Disclosure (IAPD) site.

How is International Assets Advisory, LLC compensated?+

International Assets Advisory, LLC reports a fee-only compensation model on its Form ADV. Fee-only advisers are paid by their clients (for example, a percentage of assets managed) and do not earn commissions. Exact fee rates and account minimums are disclosed in the firm's Form ADV Part 2A brochure.

How much money does International Assets Advisory, LLC manage?+

International Assets Advisory, LLC did not report regulatory assets under management on its most recent Form ADV. See the SEC IAPD record for details.

Does International Assets Advisory, LLC have any disclosures?+

International Assets Advisory, LLC reported one or more disclosure events on Form ADV Item 11 (other regulatory agency disclosure, self-regulatory organization disclosure). A disclosure is not by itself a finding of wrongdoing; review the full Disclosure Reporting Pages on the SEC IAPD site.

This profile is generated from publicly available SEC filings. International Assets Advisory, LLC has not verified or endorsed this information. Last updated from filings: January 1, 2026. View the official filing at SEC IAPD.

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