HOLLINGSWORTH AVENT AVERRE & PURVIS, PA

Overview

Hollingsworth Avent Averre & Purvis, Pa is an independent registered investment adviser that combines traditional accounting services with fee-based financial planning and portfolio management for individuals, families and small businesses. The firm is SEC-registered (since 2018) and is owned by an individual; its advisory work spans financial planning, ongoing portfolio management and pension-consulting work for smaller institutional or plan clients. Fee arrangements include a percentage-of-AUM model and hourly charges, and the firm does not position itself as an ESG-focused manager. Investment activity centers on publicly traded pooled vehicles as the primary building blocks of client portfolios. The firm manages client relationships on a discretionary basis for the bulk of its assets and leans on mutual funds and similar public funds for core exposures rather than direct stock-picking or large allocations to third-party alternative fund managers.

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Location & Offices