Aventus Investment Advisors, Inc.

RIASEC RegisteredEst. 2024
Total AUM
$136M
Discretionary
$136M
100% of AUM
Avg account
$336K
Accounts
406
Employees
3
Advisory reps
2

Firm details

Headquarters
Naples, Florida
CRD number
153390
Registered since
December 19, 2024
Website
aventusadvisors.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI77.19%
  • Individuals22.81%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Aventus Investment Advisors, Inc. is an independent registered investment adviser formed in 2024 and owned by an individual. The firm focuses on serving individuals and families, offering portfolio management for individuals and small businesses alongside financial planning and educational seminars. Aventus also operates as an insurance broker, which aligns with its use of annuities in client solutions. Fee arrangements include both a percentage of assets under management and fixed-fee engagements. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 88%, US Government Bonds 5%, Cash & Cash Equivalents 4%, Other 2%, Investment Grade Corp Bonds 1%88%
  • Exchange Traded Equities88%
  • US Government Bonds5%
  • Cash & Cash Equivalents4%
  • Other2%
  • Investment Grade Corp Bonds1%

Contacts

2 of 2
  • Jason List

    Jason List

    Senior Client AdvisorCRD 5209188

  • Jeffrey Hare

    IARCRD 2878639

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 78

Active vs passive

$170M in ETFs

Passive

98%

$166M

Active

1%

$3.2M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI USA QUALITY FACTOR ETF (QUAL)BlackRockPassiveLarge Blend$28.1M128,03416.56%
Unlock additional holdings →

Location

Primary office

Naples, FL

Collier

Location

Naples, FL

Headquartered in Naples, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.

Metro area
Cape Coral-Fort Myers-Naples, FL
Region
South
County
Collier
Address
780 5th Ave S
Time zone
ET (UTC-5)
Office locations

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