AVK Partners

Overview

AVK Partners is a small, independent registered investment adviser structured as a limited liability company that focuses on individual and family clients. The firm combines financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars and workshops. Its fee model is flexible—charging asset-based fees alongside hourly and fixed fees—suggesting it serves both ongoing wealth management relationships and project-based planning engagements. Investment activity shows a clear tilt toward publicly traded, exchange-listed securities delivered through separately managed accounts. The firm does not position itself as an ESG investor and is not set up as a multi-state adviser or pension consultant. With an owner-type listed as individual, AVK Partners appears to run a boutique practice aimed at a concentrated client base rather than a large institutional platform.

Assets & Accounts

Public Holdings

Location & Offices