AYDT INVESTMENT MANAGEMENT, INC.

RIASEC Registered

Total AUM

$46.8M

Discretionary

$46.3M

99% of AUM

Avg account

$180K

Accounts

260

Employees

Advisory reps

Firm details

Headquarters: EVANSVILLE, Indiana
CRD number: 116965
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals55.24%
HNWI43.61%
Pooled Investment Vehicles1.04%
Charitable Organizations0.12%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Aydt Investment Management, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves both individual/family clients and institutional accounts, combining financial planning with discretionary portfolio management for individuals, small businesses, and pooled investment vehicles. It also lists accounting as a business activity and maintains the capability to bill using a percentage-of-assets model as well as hourly and fixed fees. The firm is not identified as an active ESG investor and does not report multi-state adviser status.