Northavenue LLC

RIASEC RegisteredEst. 2022
Total AUM
$205M
Discretionary
$205M
100% of AUM
Avg account
$321K
Accounts
638
Employees
9
Advisory reps
3

Firm details

Headquarters
Columbus, Ohio
CRD number
297300
Registered since
May 27, 2022
Website
www.northavenuefa.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Fixed Fees
Client types
  • HNWI92.38%
  • Individuals7.62%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Northavenue LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2022. The firm serves individual and family clients, charging fixed fees for its services and describing itself as a capital allocator. Core advisory activities include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers on behalf of clients. Northavenue does not position itself as an ESG investor and is not identified as a multi-state adviser in the snapshot data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Public Funds/Mutual Funds 80%, US Government Bonds 15%, Cash & Cash Equivalents 3%, Exchange Traded Equities 2%, State & Local Bonds 1%80%
  • Public Funds/Mutual Funds80%
  • US Government Bonds15%
  • Cash & Cash Equivalents3%
  • Exchange Traded Equities2%
  • State & Local Bonds1%

Contacts

3 of 3
  • Emily Paulus

    Emily Paulus

    Client Service AssociateCRD 7666596

  • Kristen Moosmiller

    Kristen Moosmiller

    Founder & Senior AdvisorCRD 6034968

  • Stephanie Bailey

    Stephanie Bailey

    Partner, Lead AdvisorCRD 7436852

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Columbus, OH

Franklin

Location

Columbus, OH

Headquartered in Columbus, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.

Metro area
Columbus-Marion-Zanesville, OH
Region
Midwest
County
Franklin
Address
4400 N High St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth