TRED AVON FAMILY WEALTH, LLC
Firm details
- Headquarters
- EASTON, Maryland
- CRD number
- 174115
- Registered since
- November 19, 2015
- Website
- tredavonfamilywealth.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI90.38%
- Corporations / Businesses5.96%
- Charitable Organizations2.62%
- Individuals1.04%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Tred Avon Family Wealth, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2015. The firm is owned by an individual and describes itself as a capital allocator that serves both individual and family clients as well as institutional investors. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for larger business or institutional clients, and the selection of outside advisers. The firm charges a mix of fee types — percentage of assets under management, hourly fees, and fixed fees — and indicates a preference for equity-oriented strategies. Tred Avon does not identify as an active ESG investor. Its role as a capital allocator, plus its selection-of-other-advisers activity, suggests it combines in-house portfolio management with external manager access where appropriate.
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 Equities76%
- Public Funds/Mutual Funds9%
- Investment Grade Corp Bonds7%
- Non-Exchange Traded Equities6%
- Private Funds1%
Owners & executives
1 of 1STACY SIZEMORE
Chief Compliance OfficerCRD 4052029
Contacts
2 of 2FRANCES SPURRY
PresidentCRD 3088160
Gretchen Straczewski
Client AdvisorCRD 7459401
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$67.3M in ETFs
83%
$55.7M
7%
$11.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $10.5M | 16,097 | 15.62% |
Location
EASTON, MD
TALBOT
Location
EASTON, MD
Headquartered in EASTON, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- TALBOT
- Address
- 8603 Commerce Dr
- Time zone
- ET (UTC-5)
- Office locations
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