Aventura Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boca Raton, FL. Its latest Form ADV filing, dated March 27, 2026, reports $48M in regulatory assets under management, 4 employees, and 252 accounts.
Assets Under Management
$48M
Employees
4
Offices
--
Total Clients
126
Primary office
BOCA RATON, FL
5550 GLADES ROAD, SUITE 535, BOCA RATON, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Commissions
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 89.7% of total clients.
Top client categories% of clientsClients
1
Individuals
89.7%
113
2
HNWI
10.3%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$48Mas of March 27, 2026
Discretionary82.2%
$40M
82% of total RAUM82.2%
Non-discretionary17.8%
$9M
18% of total RAUM17.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$48M
Total Accounts252
10Y AUM Change$-80M (-62.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee32:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.