Firm profile

AVAIL INVESTMENT PARTNERS, LLC

LEMONT, PACRD 315678Latest ADV March 11, 2026

Avail Investment Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lemont, PA. Its latest Form ADV filing, dated March 11, 2026, reports $184M in regulatory assets under management, 8 employees, 7 offices, and 427 accounts.

Assets Under Management
$184M
Employees
8
Offices
7 offices
Total Clients
144
Primary office
LEMONT, PA
801-1 PIKE STREET, LEMONT, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOAshleigh C. Swayze

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 59.7% of total clients.
Top client categories% of clientsClients
1
Individuals
59.7%
86
2
HNWI
39.6%
57
3
Investment Cos.
0.7%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$184Mas of March 11, 2026
Discretionary100.0%
$184M
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$184M
Total Accounts427
10Y AUM Change+$184M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees8
Clients per Employee18:1
10Y Employee Change+4 (+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.