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, privately owned registered investment adviser that began SEC registration in 2015. The firm serves both individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of external advisers. It operates as a capital allocator and charges clients via a mix of percentage‑of‑AUM, hourly, and fixed fees. The firm does not position itself as an active ESG investor and is not registered as 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 Equities76%
- Public Funds/Mutual Funds9%
- Investment Grade Corp Bonds7%
- Non-Exchange Traded Equities6%
- Private Funds1%
Owners & executives
1 of 1
Stacy Sizemore
Chief Compliance OfficerCRD 4052029
Contacts
2 of 2
Frances 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
$72.8M in ETFs
80%
$57.9M
7%
$14.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $12.1M | 16,175 | 16.64% |
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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