Aber Investments
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$31,200,000
Clients
9
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
9
Very LowAverage account size
$3,466,667
About
Aber Investments is an independent registered investment adviser serving a small number of individual clients with portfolio management and related advisory services. The firm reports $31.2 million in assets under management and states it charges clients on a percentage-of-AUM fee basis.
Their brochure describes methods of analysis, investment strategies, risk disclosures, and procedures for periodic account reviews, indicating documented processes for investment selection and monitoring. Sections covering review of accounts, custody, and investment discretion describe how the adviser oversees client accounts and compliance matters directly.
What is distinctive is the firm’s very small client base relative to its assets under management — nine client relationships imply an average account size above $3 million, which is larger than typical for independent advisers that more often serve non‑HNW individuals. The brochure also includes a section on performance-based fees and side‑by‑side management, an item that is less common for firms of this size.
Client services
Portfolio management
Main office location
Aber Investments
Boca Raton FL, United States
Number of offices
1
Most active in
Aber Investments has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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