Avidian Wealth Solutions

RIASEC RegisteredEst. 2005
Total AUM
$4.8B
Discretionary
$4.6B
96% of AUM
Avg account
$657K
Accounts
7,256
Employees
59
Advisory reps
46

Firm details

Headquarters
Houston, Texas
CRD number
127186
Registered since
May 19, 2005
Website
avidianwealth.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • HNWI91.25%
  • Individuals5.99%
  • Pension & Profit Sharing Plans1.54%
  • Charitable Organizations0.58%
  • Pooled Investment Vehicles0.34%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Avidian Wealth Solutions, LLC is an independent registered investment adviser that has operated since 2005. The firm identifies as a capital allocator and works with both individual/family and institutional clients. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements and other fee structures. The firm’s advisory services span comprehensive financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, pension consulting, selection of outside advisers, and investor education through publications and seminars. The snapshot data flags the firm as not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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: Public Funds/Mutual Funds 60%, Exchange Traded Equities 14%, Cash & Cash Equivalents 8%, State & Local Bonds 6%, Private Funds 4%, US Government Bonds 3%, Investment Grade Corp Bonds 3%, Other 2%60%
  • Public Funds/Mutual Funds60%
  • Exchange Traded Equities14%
  • Cash & Cash Equivalents8%
  • State & Local Bonds6%
  • Private Funds4%

Owners & executives

3 of 5
  • Jacob Borbidge

    Jacob Borbidge

    Chief Investment OfficerCRD 4240995

  • Mary Yarber

    Mary Yarber

    Chief Accounting OfficerCRD 3137582

  • James Patterson

    James Patterson

    Chairman & CEOCRD 2702156

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Contacts

3 of 41
  • Michael Smith

    Michael Smith

    Sr. Wealth Advisor, PartnerCRD 3128757

  • James Hodges

    James Hodges

    Operations SpecialistCRD 2765025

  • Roberto Arenivas

    Roberto Arenivas

    Associate Wealth AdvisorCRD 6794035

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 413

Active vs passive

$2.9B in ETFs

Passive

84%

$2.5B

Active

8%

$476M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$524M700,24617.85%
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Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
800 Town Country Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth