Avory & Co
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 284812
- Registered since
- March 1, 2019
- Website
- www.avory.xyz
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Corporations / Businesses64.26%
- HNWI26.17%
- Individuals9.57%
- Services
- Portfolio Management for IndividualsPublication of PeriodicalsMarket Timing Services
Firm profile
FINTRXOverview
Avory & Co is an independent registered investment adviser organized as an LLC and initially registered with the SEC in 2019. The firm is owned by an individual and serves both high-net-worth individuals and institutional clients. Its advisory model combines a percentage-of-AUM fee with performance-based fees, and its published activities include portfolio management for individuals and small businesses, the publication of periodicals or newsletters, and market-timing services. The firm reports a preference for equity exposures and does not identify as an active ESG investor.
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%
- Investment Grade Corp Bonds25%
- Derivatives5%
Owners & executives
1 of 1
Sean Emory
Founder & CIOCRD 6704784
Contacts
2 of 2
Houston Hess
Managing DirectorCRD 7031899
Luis Alvarez Vila
Managing PrincipalCRD 4376756
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$33.2M in ETFs
67%
$22.4M
3%
$10.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $19.8M | 28,810 | 59.55% |
Location
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 2665 S Bayshore Dr
- Time zone
- ET (UTC-5)
- Office locations
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