Avantra Family Wealth, Inc.
Firm details
- Headquarters
- Mechanicsburg, Pennsylvania
- CRD number
- 288209
- Registered since
- May 17, 2018
- Website
- www.avantrafamilywealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.74%
- Individuals21.26%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Avantra Family Wealth, Inc. is an independent registered investment advisor that began SEC registration in 2018 and is owned by an individual. The firm serves individual and family clients, positioning itself as a capital allocator that both manages portfolios and selects external managers on clients’ behalf. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the use of third‑party advisers when appropriate. Compensation comes through a mix of percentage-of-AUM fees plus hourly and fixed-fee arrangements. Avantra does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds40%
- Private Funds5%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Owners & executives
1 of 1
Kim Kenawell
Founder & Chief Exceutive OfficerCRD 2681649
Contacts
2 of 2
Steven Thompson
Partner, Family Wealth AdvisorCRD 4357058
Wade Hoffman
Partner, CCOCRD 2825341
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$42.9M in ETFs
47%
$20.1M
45%
$22.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FT VEST US EQUITY MODERATE BUFFER ETF - JUNE (GJUN) | Active | Options Trading | $4.3M | 108,329 | 9.96% |
Location
Mechanicsburg, PA
Cumberland
Location
Mechanicsburg, PA
Headquartered in Mechanicsburg, PA, anchoring the Harrisburg-York-Lebanon, PA metro in the Northeast.
- Metro area
- Harrisburg-York-Lebanon, PA
- Region
- Northeast
- County
- Cumberland
- Address
- 100 Sterling Pkwy
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
IFS Group
RIAMechanicsburg, PA
Guardian Asset Advisors, LLC
RIAMechanicsburg, PA
Mighty Oak Strong America Investment Company
RIAMechanicsburg, PA
Lifeguide Financial Advisors, LLC
RIAMechanicsburg, PA
Stout Wealth Advisory Group, LLC
RIAMechanicsburg, PA
The Appalachian Financial Group
RIAMechanicsburg, PA