AVIDITY CAPITAL

Overview

Avidity Capital is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves a mix of individual and family clients along with some institutional relationships. Its advisory offering centers on financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. Fee arrangements are flexible and include a percentage-of-AUM model plus the use of subscription and fixed fees for certain services. Investment execution tilts toward pooled public vehicles: the firm’s filings show a strong reliance on mutual funds and other public funds as the dominant building blocks in client portfolios. Avidity Capital reports no active ESG program and is not registered as a multi-state adviser; it also does not operate as a capital allocator, which indicates the firm typically implements alternative exposures through external managers rather than in-house proprietary vehicles.

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Investments & Alternatives

Location & Offices