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AVITY INVESTMENT MANAGEMENT INC.
CRD 104623File 801-6449
APPROVED
Retail clients
Custody
Filing as of Jun 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.03B
Top 25% of cohort (national)
Discretionary AUM
$2.03B
Clients
303
826 accounts
Employees
8
Above cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Mar 26, 1970
- Principal office
- 80 FIELD POINT RD., GREENWICH, CT, 06830-6416
- Phone
- 203-629-2800
- Website
- HTTPS://WWW.AVITYIM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.03B
- Discretionary AUM
- $2.03B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 826
- Non-discretionary accounts
- 0
- Total accounts
- 826
- AUM per client
- $6.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $89.3M |
| Charitable organizations | 20 | $178.2M |
| High net worth individuals | 241 | $1.69B |
| Pension and profit sharing plans | Fewer than 5 | $54.2M |
| Individuals (other than high net worth individuals) | 33 | $11.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 278 | 303 | increased by25 |
| Apr 1, 2026 | AUM | $1,862,947,298 | $2,027,216,229 | increased by$164,268,931 |
| Apr 1, 2026 | Accounts | 796 | 826 | increased by30 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 8 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 264 | 278 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,748,334,650 | $1,862,947,298 | increased by$114,612,648 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 741 | 796 | increased by55 |
| Sep 1, 2022 | Employees | 8 | 9 | increased by1 |
| Apr 1, 2022 | Clients | 232 | 264 | increased by32 |
| Apr 1, 2022 | AUM | $1,500,576,574 | $1,748,334,650 | increased by$247,758,076 |
| Apr 1, 2022 | Accounts | 710 | 741 | increased by31 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AVITY INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AVITY INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.