AVENTINE FINANCIAL GROUP

Overview

Aventine Financial Group is an independent registered investment adviser operating as a limited liability company that focuses on financial planning and portfolio management for individuals and small businesses. The firm runs a fee model that combines percentage-of-AUM billing with hourly and fixed fees, which supports both ongoing discretionary portfolio management and project-based planning work. Its activity profile shows a strong tilt toward actively managed discretionary accounts (the vast majority of client assets are managed on a discretionary basis), with a meaningful allocation to exchange-traded equities as the single largest public-asset sleeve. Aventine appears to blend separately managed/account-based strategies with pooled products (mutual funds and ETFs) to deliver diversified portfolios for high-net-worth individuals and family clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices