Digital Asset Investment Management, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 294098
· Palm Beach Gardens, FL
· twitter.com
☆ Save with Pro
ADV data as of Apr 07, 2026
- Regulatory AUM
- $80.0M
- Discretionary
- $47.0M
- Clients
- 255
- Avg AUM / client
- $314K
- Accounts
- 255
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 231 | $31.1M | 38.8% |
| High net worth individuals | 24 | $48.9M | 61.2% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bryan Yves Courchesne | Registered representative | Dec 2020 (6y) | ||
| Michael Andrew Soroudi | Registered representative | CFA | Sep 2021 (5y) |
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) | 04/07/2026 | 1.02 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
- • Hourly charges
- • Fixed fees
- • Performance-based fees
- • Other fees
- • ANYTIME TERMINATION FEE $350, <1 YR TERMINATION FEE
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Gemini Trust Company $1.4M (2% of AUM) Apr 2026
- American Estate & Trust Lc $292K (0% of AUM) Apr 2026
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 07, 2026.
View current Form ADV (SEC/IAPD) ↗