Tred Avon Family Wealth, LLC

RIASEC RegisteredEst. 2015
Total AUM
$432M
Discretionary
$124M
29% of AUM
Avg account
$1.2M
Accounts
347
Employees
3
Advisory reps
3

Firm details

Headquarters
Easton, Maryland
CRD number
174115
Registered since
November 19, 2015
Website
tredavonfamilywealth.com
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI90.38%
  • Corporations / Businesses5.96%
  • Charitable Organizations2.62%
  • Individuals1.04%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Tred Avon Family Wealth, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2015. The firm functions as a capital allocator for both individual and family clients as well as institutional accounts. Its advisory services include financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, and the selection of outside advisers. Compensation is a mix of percentage-of-AUM fees plus hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor.

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 63%, Public Funds/Mutual Funds 26%, Non-Exchange Traded Equities 4%, Other 4%, State & Local Bonds 1%, Private Funds 1%, Cash & Cash Equivalents 1%63%
  • Exchange Traded Equities63%
  • Public Funds/Mutual Funds26%
  • Non-Exchange Traded Equities4%
  • Other4%
  • State & Local Bonds1%

Owners & executives

1 of 1

  • Terry Warren

    Chief Compliance OfficerCRD 1711634

Contacts

2 of 2
  • Frances Spurry

    Frances Spurry

    PresidentCRD 3088160

  • Gretchen Straczewski

    Gretchen Straczewski

    Client AdvisorCRD 7459401

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 57

Active vs passive

$72.8M in ETFs

Passive

80%

$57.9M

Active

7%

$14.9M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$12.1M16,17516.64%
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Location

Primary office

Easton, MD

Talbot

Location

Easton, MD

Headquartered in Easton, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Talbot
Address
8603 Commerce Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth