Avestar Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated April 20, 2026, reports $2.1B in regulatory assets under management, 16 employees, 3 offices, and 190 accounts.
Assets Under Management
$2.1B
Employees
16
Offices
3 offices
Total Clients
187
Primary office
NEW YORK, NY
400 MADISON AVENUE, FLOOR 21, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 75.9% of total clients.
Top client categories% of clientsClients
1
HNWI
75.9%
142
2
Individuals
15.0%
28
3
Corporations
4.3%
8
4
Charitable
2.7%
5
5
Pooled Investment Vehicles
2.1%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.1Bas of April 20, 2026
Discretionary99.7%
$2.1B
100% of total RAUM99.7%
Non-discretionary0.3%
$7M
0% of total RAUM0.3%
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$2.1B
Total Accounts190
10Y AUM Change+$2.1B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee12:1
10Y Employee Change+8 (+100.0%)
* 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.