Constitution Investment Advisory And Portfolio Management
Firm details
- Headquarters
- Shelton, Connecticut
- CRD number
- 310378
- Registered since
- September 18, 2020
- Website
- ciapm.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI89.99%
- Individuals8.88%
- Charitable Organizations0.66%
- Corporations / Businesses0.47%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Constitution Investment Advisory And Portfolio Management is an SEC-registered independent RIA formed as an LLC and registered in 2020. The firm provides fee-based advisory services to individual and family clients, billing on a percentage-of-AUM basis. Its advisory mandate encompasses financial planning and discretionary portfolio management for individuals, small businesses, and business or institutional clients. The firm is not structured as a capital allocator — it manages client assets directly rather than operating as a multi-manager fund platform.
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 Equities81%
- US Government Bonds9%
- Cash & Cash Equivalents9%
- Public Funds/Mutual Funds1%
Contacts
3 of 3
Gregory Bavedas
Senior Vice President, Managing DirectorCRD 4513282
Sam Keylock
SolicitorCRD 7844548
Anthony Bavedas
President, Senior Portfolio ManagerCRD 15235
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$86.9M in ETFs
100%
$86.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) HEALTH CARE SELECT SECTOR SPDR(R) ETF (XLV) | State Street | Passive | Health | $9.4M | 59,280 | 10.83% |
Location
Shelton, CT
Fairfield
Location
Shelton, CT
Headquartered in Shelton, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 2 Trap Falls Rd
- Time zone
- ET (UTC-5)
- Office locations
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