Aventus Investment Advisors, Inc.

RIASEC Registered

Total AUM

$136M

Discretionary

$136M

100% of AUM

Avg account

$336K

Accounts

406

Employees

3

Advisory reps

2

Firm details

Headquarters: Naples, Florida
CRD number: 153390
Registered since: December 19, 2024
Website: aventusadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI77.19%
Individuals22.81%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Aventus Investment Advisors, Inc. is an independent, owner-operated registered investment adviser that completed SEC registration in 2024. The firm primarily serves individual and family clients and combines portfolio management with financial planning and educational workshops. It also operates as an insurance broker, offering fee arrangements that include a percentage of assets under management and fixed-fee engagements. Aventus does not identify as an active ESG investor in its disclosures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities88%
US Government Bonds5%
Cash & Cash Equivalents4%
Other2%
Investment Grade Corp Bonds1%

Contacts

2 of 2

Jason List
Senior Client AdvisorCRD 5209188
Jeffrey Hare
IARCRD 2878639

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 76

Active vs passive

$171M in ETFs

Passive

98%

$168M

Active

1%

$3.3M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES MSCI USA QUALITY FACTOR ETF (QUAL)	BlackRock	Passive	Large Blend	$28.4M	127,975	16.61%

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Primary office

Naples, FL

Collier

Location

Naples, FL

Headquartered in Naples, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.

Metro area: Cape Coral-Fort Myers-Naples, FL
Region: South
County: Collier
Address: 780 5th Ave S
Time zone: ET (UTC-5)
Office locations

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