Avid Capital Advisors LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Mccall, Idaho
CRD number
320717
Registered since
February 17, 2023

Firm profile

FINTRX

Overview

Avid Capital Advisors LLC is an investment advisory firm organized as a limited liability company and registered with the SEC in 2023. The firm is individually owned and is classified in the snapshot data as unclassified rather than under a specific advisory category. The profile indicates the firm is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or part of a related-adviser grouping. The firm has not disclosed core details commonly used to profile advisory boutiques: client segments, fee arrangements, or the types of advisory services it provides are not reported in the available snapshot.

Assets & Accounts

Location & Offices

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

Contacts

3 of 7
  • Kevin Miles

    Kevin Miles

    AnalystCRD 7908162

  • Brian Sugar

    Founder & Managing PartnerCRD 7310485

  • Jonathan Mugler

    Jonathan Mugler

    AssociateCRD 7938875

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Mccall, ID

Valley

Location

Mccall, ID

Headquartered in Mccall, ID, in the West of the United States.

Region
West
County
Valley
Address
1427 Mountain Meadow Dr
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth