Avory & Co. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Miami, FL. Its latest Form ADV filing, dated April 16, 2026, reports $353M in regulatory assets under management, 3 employees, and 125 accounts.
Assets Under Management
$353M
Employees
3
Offices
--
Total Clients
125
Primary office
MIAMI, FL
2665 S BAYSHORE DR., UNIT 307, MIAMI, FL, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 44.8% of total clients.
Top client categories% of clientsClients
1
Individuals
44.8%
56
2
HNWI
32.8%
41
3
Corporations
22.4%
28
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$353Mas of April 16, 2026
Discretionary40.4%
$143M
40% of total RAUM40.4%
Non-discretionary59.6%
$211M
60% of total RAUM59.6%
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.
Total AUM$353M
Total Accounts125
10Y AUM Change+$248M (+235.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee42:1
10Y Employee Change+2 (+200.0%)
* 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.