AVENTUS INVESTMENT ADVISORS, INC.
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
FINTRXOverview
Aventus Investment Advisors, Inc. is an independent, SEC-registered registered investment adviser that primarily serves individual and family clients. The firm is owned by an individual and offers fee models that combine a percentage-of-assets arrangement with fixed fees. Its advisory slate centers on financial planning, portfolio management for individuals and small businesses, and investor education through seminars and workshops. Aventus also operates as an insurance broker, which aligns with its use of annuities among client solutions. The firm reports it does not pursue active ESG investing and is not organized as a multi-state adviser or as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities88%
- US Government Bonds5%
- Cash & Cash Equivalents4%
- Other2%
- Investment Grade Corp Bonds1%
Contacts
2 of 2JASON LIST
Senior Client AdvisorCRD 5209188
JEFFREY HARE
IARCRD 2878639
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 80Active vs passive
$141M in ETFs
99%
$139M
1%
$1.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI USA QUALITY FACTOR ETF (QUAL) | BlackRock | Passive | Large Blend | $24.2M | 125,907 | 17.14% |
Location
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
Similar firms
LUMA CAPITAL
RIANAPLES, FL
Antonetti Capital Management, LLC
RIANAPLES, FL
NAPLES MONEY MANAGEMENT LLC
RIANAPLES, FL
SERVATUS CAPITAL
RIANAPLES, FL
LODESTAR ADVISORY GROUP, LLC
RIANAPLES, FL
MCDERMOTT INVESTMENT ADVISORS, LLC
RIANAPLES, FL