Avory & Co
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 284812
- Registered since
- March 1, 2019
- Website
- www.avory.xyz
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Corporations / Businesses64.26%
- HNWI26.17%
- Individuals9.57%
- Services
- Portfolio Management for IndividualsPublication of PeriodicalsMarket Timing Services
Firm profile
FINTRXOverview
Avory & Co. is an independent registered investment adviser organized as an LLC and owned by an individual. The firm is registered with the SEC (registration year 2019) and serves both individual/family and institutional clients. Its advisory services include portfolio management for individuals and small businesses, publication of periodicals or newsletters, and market timing services. Fee arrangements include a standard percentage-of-AUM schedule alongside performance-based fees for some client relationships. The firm reports a preference for equities and does not identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities70%
- Investment Grade Corp Bonds25%
- Derivatives5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$37.2M in ETFs
61%
$22.8M
9%
$14.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $20.2M | 28,810 | 54.30% |
Location
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 2665 S Bayshore Dr
- Time zone
- ET (UTC-5)
- Office locations
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