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 a privately held LLC that registered with the SEC in 2019 and serves both individual/family and institutional clients. The firm offers portfolio management for individuals and small businesses and also produces periodicals/newsletters; it lists market timing services among its advisory activities. Compensation is based on a percentage of assets under management and can include performance-based fees, a structure consistent with their use of third-party funds and active strategies. Avory & Co does not identify as an active ESG investor and is not registered as a multi-state adviser.
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 Equities70%
- Investment Grade Corp Bonds25%
- Derivatives5%
Owners & executives
1 of 1SEAN EMORY
Founder & CIOCRD 6704784
Contacts
2 of 2Houston Hess
Managing DirectorCRD 7031899
LUIS ALVAREZ VILA
Managing PrincipalCRD 4376756
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$29.6M in ETFs
68%
$20M
4%
$9.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $17.2M | 28,810 | 58.09% |
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
Similar firms
CATENARY ALTERNATIVES ASSET MANAGEMENT, LLC
RIAMIAMI, FL
ISQ OPENINFRA REGISTERED ADVISOR LLC
RIAMIAMI, FL
BRIGHTLINE CAPITAL MANAGEMENT, LLC
RIAMIAMI, FL
ACP CAPITAL MANAGEMENT, LLC
RIAMIAMI, FL
BLACK TORO LLC
RIAMIAMI, FL
RTC PARTNERS
RIAMIAMI, FL