Avity Investment Management Inc.
Firm details
- Headquarters
- Greenwich, Connecticut
- CRD number
- 104623
- Registered since
- March 26, 1970
- Website
- avityim.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.56%
- Charitable Organizations8.79%
- Corporations / Businesses4.4%
- Pension & Profit Sharing Plans2.67%
- Individuals0.58%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Avity Investment Management Inc. is an independent, privately held registered investment adviser originally registered with the SEC in 1970. The firm charges fees as a percentage of assets under management and serves both individual/family and institutional clients. Its advisory scope includes portfolio management for individuals, small businesses, and institutions, and it lists pension consulting among its advisory activities. Avity does not identify as an ESG-focused manager and is not organized as a multi-state or newly formed adviser. The firm has been recognized in industry rankings, appearing on CNBC’s Top 100 Financial Advisory Firms lists multiple years (including 2019–2022 and 2025) and on Forbes’ Top RIA Firms in 2024.
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 Equities70%
- State & Local Bonds13%
- US Government Bonds8%
- Cash & Cash Equivalents6%
- Investment Grade Corp Bonds2%
Contacts
3 of 3
Howard Duncan
PartnerCRD 4340489
Edward Long
PartnerCRD 2533062
Christopher Ward
Vice PresidentCRD 5817018
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 17Active vs passive
$75.9M in ETFs
91%
$69M
0%
$6.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $14.9M | 24,908 | 19.60% |
Location
Greenwich, CT
Fairfield
Location
Greenwich, CT
Headquartered in Greenwich, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 80 Field Point Rd
- Time zone
- ET (UTC-5)
- Office locations
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