Advyzon Investment Management, Llc
- Regulatory AUM
- $1.7B
- Discretionary
- $1.2B
- Clients
- 61
- Avg AUM / client
- $27.5M
- Accounts
- 7,784
- Employees
- 21
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Other investment advisers | 61 | $1.7B | 100.0% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Li, Hailin, (No Middle Name) | Shareholder | Jul 2012 (14y) | ≈ 56.25% – 100% via Yhlsoft, Inc. | |
| Andreatta, Lee, C | Chief Executive Officer | Jan 2022 (5y) | Less than 5% | |
| Brian Ernest Huckstep | Chief Investment Officer | CFA | Jan 2022 (5y) | Less than 5% |
| Holmes, Meghan, Elyse | Chief Operating Officer | Feb 2022 (5y) | Less than 5% | |
| Xiaoxi Chen | Registered representative | CFA | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Yhlsoft, Inc. | Shareholder | Jan 2022 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Li, Hailin, (No Middle Name): 75% – 100% of Yhlsoft, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/01/2026 | 1.06 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $989M (59% of AUM) Apr 2026
- Fidelity Brokerage Services $289M (17% of AUM) Apr 2026
- Raymond James $166M (10% of AUM) Apr 2026
- Pershing $61.6M (12% of AUM) Nov 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗