A-V CAPITAL MANAGEMENT, LLC

Overview

A-V Capital Management, LLC is a small, owner-operated investment advisory firm that focuses on fee-based portfolio management for individuals, families, small businesses and institutional clients. The firm skews toward a fixed-income orientation, with a meaningful portion of assets held in US government bonds. Its advisory services include discretionary and non-discretionary portfolio management and pension consulting, and its fee mix combines AUM-based fees with fixed fees and other arrangements. A-V Capital is not characterized as an active ESG investor and does not operate as a multi-state advisor. Investment behavior shows a conservative bias: a substantial allocation to sovereign debt and a reliance on third-party mutual funds and model strategies. The firm also has the capability to put client capital into externally managed alternative funds — it reports use of third‑party alternative investment managers — though specific fund managers are not identified in public filings.

Assets & Accounts

Investments & Alternatives

Location & Offices