Aviator Wealth Group

Overview

Aviator Wealth Group is an independent registered investment adviser that began SEC registration in 2024. The firm focuses on financial planning and portfolio management for individuals, families and small businesses, and it also accepts institutional clients. Its stated fee model combines a percentage-of-assets approach with fixed-fee engagements. Aviator does not position itself as a capital allocator or an active ESG investor; instead it sources investment exposure through third‑party managers and pooled vehicles. Portfolio construction leans heavily toward managed public funds and mutual funds as the primary vehicle for client portfolios, but the firm also allocates to a range of third‑party alternative managers when appropriate. Advisory services emphasize discretionary management — all reported assets are managed on a discretionary basis — paired with financial planning for its client base.

Assets & Accounts

Investments & Alternatives

Location & Offices