Avos Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 25, 2026, reports $298M in regulatory assets under management, 6 employees, 2 offices, and 55 accounts.
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 86.3% of total clients.
Top client categories% of clientsClients
1
HNWI
86.3%
44
2
Individuals
7.8%
4
3
Pooled Investment Vehicles
3.9%
2
4
Investment Cos.
2.0%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$298Mas of March 25, 2026
Discretionary100.0%
$298M
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$298M
Total Accounts55
10Y AUM Change+$298M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee9:1
10Y Employee Change+3 (+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.