Aventus Investment Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Naples, FL. Its latest Form ADV filing, dated March 20, 2026, reports $136M in regulatory assets under management, 3 employees, 2 offices, and 406 accounts.
Assets Under Management
$136M
Employees
3
Offices
2 offices
Total Clients
145
Primary office
NAPLES, FL
780 5TH AVENUE SOUTH, SUITE 200, NAPLES, FL, United States
Top client segmentIndividuals represent 61.4% of total clients.
Top client categories% of clientsClients
1
Individuals
61.4%
89
2
HNWI
38.6%
56
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$136Mas of March 20, 2026
Discretionary100.0%
$136M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$136M
Total Accounts406
10Y AUM Change+$18M (+15.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee48:1
10Y Employee Change+1 (+50.0%)
* 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.