DFX Intelligence

Data Factory

RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 100m 1b

DAVIVIENDA ADVISORS

DAVIVIENDA INVESTMENT ADVISOR USA LLC, CRD 319755

MIAMI, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:42e1aaaf-59a7-af1f-4d63-252547c6f157

Data as of Jun 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 5
On other graphs: 0
Observed: Nov 14, 2022 to Jun 10, 2026
21 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.36 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=0.0
Regulatory AUM: $120MItem 5.F on the latest filing (2026-06-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $43.0M
Private client RAUM: $43.0MderivedItem 5.D individuals plus high net worth individuals
Private client share: 36%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $120Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 5
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 361
Individual clients: 360
High net worth clients: 0
SEC number: 801-127034
CRD: 319755
Filings on the tape: 21
First filed: Nov 14, 2022
Latest filed: Jun 10, 2026
Organised: Limited Liability Company, FL
Website: daviviendaadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MARCELA DEL PILAR SANCHEZ ROJAS	n/a	MIAMI, FL	3	12	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BANCO DAVIVIENDA S.A.	INDIRECT OWNER / MEMBER	E	yes	03/2022	Nov 14, 2022	May 9, 2024
DAVIVIENDA CORREDORES S.A. COMISIONISTA DE BOLSA	MANAGING MEMBER / DIRECT OWNER	E	yes	03/2022	Nov 14, 2022	May 9, 2024
Gonzalez, Ricardo	Cco	Na	yes	06/2023	Jul 18, 2023	May 9, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BANCO DAVIVIENDA (COSTA RICA) S.A.	n/a	n/a	n/a	N	yes	n/a
BANCO DAVIVIENDA (PANAMA) S.A.	n/a	n/a	n/a	N	yes	n/a
BANCO DAVIVIENDA HONDURAS S.A.	n/a	n/a	n/a	N	yes	n/a
BANCO DAVIVIENDA S.A.	n/a	n/a	n/a	Y	yes	n/a
BANCO DAVIVIENDA SALVADORE?O S.A.	n/a	n/a	n/a	N	yes	n/a
BANDO DAVIVIENDA INTERNACIONAL (PANAMA) S.A.	n/a	n/a	n/a	N	yes	n/a
COMPA?IA DE SEGUROS BOLIVAR S.A.	n/a	n/a	n/a	N	yes	n/a
CORPORACION DAVIVIENDA (COSTA RICA) S.A.	n/a	n/a	n/a	N	yes	n/a
CORPORACION FINANCIERA DAVIVIENDA S.A.	n/a	n/a	n/a	Y	yes	n/a
CORREDORES DAVIVIENDA PANAMA S.A.	n/a	n/a	n/a	N	yes	n/a
DAVIVIENDA CORREDORES S.A. COMISIONISTA DE BOLSA	n/a	n/a	n/a	Y	yes	n/a
DAVIVIENDA PUESTO DE BOLSA (COSTA RICA) S.A.	n/a	n/a	n/a	N	yes	n/a
DAVIVIENDA SEGUROS (COSTA RICA) S.A.	n/a	n/a	n/a	N	yes	n/a
DAVIVIENDA SEGUROS HONDURAS S.A.	n/a	n/a	n/a	N	yes	n/a
DAVIVIENDA SEGUROS S.A. (EL SALVADOR)	n/a	n/a	n/a	N	yes	n/a
FIDUCIARIA DAVIVIENDA S.A.	n/a	n/a	n/a	N	yes	n/a
SEGUROS COMERCIALES BOLIVAR S.A.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Bogata	n/a	Colombia	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 4 of 6

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 7, 2026	$120M	$43.0M	8	5	1	n/a	n/a
2024	Mar 31, 2025	$109M	$10.8M	7	5	1	n/a	n/a
2023	Mar 28, 2024	$122M	$4.1M	4	2	1	n/a	n/a
2022	Feb 3, 2023	$0	$0	2	1	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$120M	$109M	10.1%	$0	n/a	8	7	1	1

Relationships

Registered with (2)

← MARCELA DEL PILAR SANCHEZ ROJASAdvisorregistration: current employment
Mar 14, 2023 to presentfactForm ADV
← ROBERTO ISASIAdvisorregistration: previous registration
Feb 25, 2023 to Apr 20, 2023factForm ADV

Controls (3)

← Gonzalez, RicardoOwnerCCO, ownership code NA, individual
Jul 18, 2023 to May 9, 2024factForm ADV
← BANCO DAVIVIENDA S.A.OwnerINDIRECT OWNER / MEMBER, ownership code E, foreign entity
Nov 14, 2022 to May 9, 2024factForm ADV
← DAVIVIENDA CORREDORES S.A. COMISIONISTA DE BOLSAOwnerMANAGING MEMBER / DIRECT OWNER, ownership code E, foreign entity
Nov 14, 2022 to May 9, 2024factForm ADV

Dated events

Occurred
Jul 18, 2023
Control person left
Javier Carlos Gonzalez (Chief Compliance Officer) no longer on Schedule A of Davivienda Advisors (listed 2023-07-18, absent 2023-07-18)
Form ADVobserved 5 days ago
Occurred
Jul 18, 2023
Control person joined
Ricardo Gonzalez (Cco) appeared on Schedule A of Davivienda Advisors
Form ADVobserved 5 days ago
Occurred
May 19, 2023
Control person left
Roberto Isasi Vantini (Chief Executive Officer) no longer on Schedule A of Davivienda Advisors (listed 2023-02-03, absent 2023-05-19)
Form ADVobserved 5 days ago
Occurred
Apr 20, 2023
Advisor changed firm
Roberto Isasi left Davivienda Advisors for Portfolio Resources Advisor Group, Inc. (registered 2023-09-18)
Form ADVobserved 5 days ago
Occurred
Nov 14, 2022
First Form ADV filing
Davivienda Investment Advisor Usa Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:42e1aaaf-59a7-af1f-4d63-252547c6f157
First observed: Nov 14, 2022
Last observed: Jun 10, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DAVIVIENDA ADVISORS

DAVIVIENDA INVESTMENT ADVISOR USA LLC, CRD 319755

MIAMI, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:42e1aaaf-59a7-af1f-4d63-252547c6f157

Data as of Jun 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:13 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MARCELA DEL PILAR SANCHEZ ROJAS

n/a

MIAMI, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BANCO DAVIVIENDA S.A.

INDIRECT OWNER / MEMBER

yes

03/2022

Nov 14, 2022

May 9, 2024

DAVIVIENDA CORREDORES S.A. COMISIONISTA DE BOLSA

MANAGING MEMBER / DIRECT OWNER

yes

03/2022

Nov 14, 2022

May 9, 2024

Gonzalez, Ricardo

Cco

yes

06/2023

Jul 18, 2023

May 9, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BANCO DAVIVIENDA (COSTA RICA) S.A.

n/a

yes

n/a

BANCO DAVIVIENDA (PANAMA) S.A.

n/a

yes

n/a

BANCO DAVIVIENDA HONDURAS S.A.

n/a

yes

n/a

BANCO DAVIVIENDA S.A.

n/a

yes

n/a

BANCO DAVIVIENDA SALVADORE?O S.A.

n/a

yes

n/a

BANDO DAVIVIENDA INTERNACIONAL (PANAMA) S.A.

n/a

yes

n/a

COMPA?IA DE SEGUROS BOLIVAR S.A.

n/a

yes

n/a

CORPORACION DAVIVIENDA (COSTA RICA) S.A.

n/a

yes

n/a

CORPORACION FINANCIERA DAVIVIENDA S.A.

n/a

yes

n/a

CORREDORES DAVIVIENDA PANAMA S.A.

n/a

yes

n/a

DAVIVIENDA CORREDORES S.A. COMISIONISTA DE BOLSA

n/a

yes

n/a

DAVIVIENDA PUESTO DE BOLSA (COSTA RICA) S.A.

n/a

yes

n/a

DAVIVIENDA SEGUROS (COSTA RICA) S.A.

n/a

yes

n/a

DAVIVIENDA SEGUROS HONDURAS S.A.

n/a

yes

n/a

DAVIVIENDA SEGUROS S.A. (EL SALVADOR)

n/a

yes

n/a

FIDUCIARIA DAVIVIENDA S.A.

n/a

yes

n/a

SEGUROS COMERCIALES BOLIVAR S.A.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Bogata

n/a

Colombia

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 7, 2026

$120M

$43.0M

n/a

2024

Mar 31, 2025

$109M

$10.8M

n/a

2023

Mar 28, 2024

$122M

$4.1M

n/a

2022

Feb 3, 2023

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$120M

$109M

10.1%

n/a