Aviles Capital Management LLC

Overview

Aviles Capital Management LLC is a small, independent advisory firm focused on portfolio management for individuals and small businesses. The firm charges clients a percentage of assets under management and is owned by an individual rather than being part of a larger corporate network. Its client base is largely individual and family households, and it does not position itself as an ESG-focused manager or a multi-state adviser. Investment activity centers on equity exposure: filings show a clear preference for exchange-traded equities as the dominant allocation. The firm does not report allocations to third‑party alternative asset managers, and its use of other investment vehicles appears limited. Given the firm’s size and account profile, the approach is likely straightforward — building liquid, equity-centric portfolios supplemented by mutual funds where needed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices