AdvisorRanked
100
Clean

DAVIVIENDA ADVISORS

1110 BRICKELL AVENUE, MIAMI, FL 33131
Fiduciaryfee-onlySEC Registered
786-238-7925 www.daviviendaadvisors.com/ CRD #319755
$120M
Assets Managed
5
Clients
8
Employees
4
Years Active
since 2022

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46119. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 4 years.

Firm Details

Legal NameDAVIVIENDA ADVISORS
CRD Number#319755
SEC RegisteredYes
Registration Date2022-12-13
States RegisteredFL
Assets Under Management$120M
Number of Clients5
Employees8
Compensation Typefee-only
Last ADV Filing46119

Other Advisors in MIAMI

View all advisors in MIAMI

Frequently Asked Questions

Is DAVIVIENDA ADVISORS a fiduciary?

Yes. DAVIVIENDA ADVISORS is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does DAVIVIENDA ADVISORS charge clients?

DAVIVIENDA ADVISORS uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does DAVIVIENDA ADVISORS have any complaints?

No. DAVIVIENDA ADVISORS has zero complaints or disciplinary actions on file with the SEC or FINRA across 4 years of operation.

How does DAVIVIENDA ADVISORS compare to other advisors in MIAMI?

DAVIVIENDA ADVISORS has a Red Flag Score of 100/100. There are 208 registered advisory firms in MIAMI. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46119. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.