Avory & Co

RIASEC Registered
Total AUM
$353M
Discretionary
$143M
40% of AUM
Avg account
$2.8M
Accounts
125
Employees
3
Advisory reps
3

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

FINTRX

Overview

Avory & Co. is an independent registered investment adviser organized as an LLC and owned by an individual. The firm is registered with the SEC (registration year 2019) and serves both individual/family and institutional clients. Its advisory services include portfolio management for individuals and small businesses, publication of periodicals or newsletters, and market timing services. Fee arrangements include a standard percentage-of-AUM schedule alongside performance-based fees for some client relationships. The firm reports a preference for equities and does not identify as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 70%, Investment Grade Corp Bonds 25%, Derivatives 5%70%
  • Exchange Traded Equities70%
  • Investment Grade Corp Bonds25%
  • Derivatives5%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 13

Active vs passive

$37.2M in ETFs

Passive

61%

$22.8M

Active

9%

$14.4M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD S&P 500 ETF (VOO)VanguardPassiveLarge Blend$20.2M28,81054.30%
Unlock additional holdings →

Location

Primary office

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

Similar firms

Catenary Alternatives Asset Management, LLC

RIA

Miami, FL

AUM $353MTEAM 5REPS 5

ISQ Openinfra Registered Advisor LLC

RIA

Miami, FL

AUM $348MTEAM 331REPS 5

Brightline Capital Management, LLC

RIA

Miami, FL

AUM $346MTEAM 8REPS 3

ACP Capital Management, LLC

RIA

Miami, FL

AUM $360MTEAM 17REPS 13

Black Toro LLC

RIA

Miami, FL

AUM $345MTEAM 15REPS 5

RTC Partners

RIA

Miami, FL

AUM $362MTEAM 3REPS 3
More RIAs in Miami →All Florida RIAs →