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AVORY & CO.
Legal name: AVORY & COMPANY, LLC.
CRD 284812File 801-114763
APPROVED
Retail clients
Custody
Filing as of Apr 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$353.2M
Below cohort median (national)
Discretionary AUM
$142.6M
Non-discretionary $210.6M
Clients
125
125 accounts
Employees
3
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Mar 1, 2019
- Principal office
- 2665 S BAYSHORE DR., UNIT 307, MIAMI, FL, 33133
- Phone
- 305-306-9494
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $353.2M
- Discretionary AUM
- $142.6M
- Non-discretionary AUM
- $210.6M
- Discretionary accounts
- 120
- Non-discretionary accounts
- 5
- Total accounts
- 125
- AUM per client
- $2.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 28 | $227.0M |
| High net worth individuals | 41 | $92.4M |
| Individuals (other than high net worth individuals) | 56 | $33.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Publications
- Educational seminars
- 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
- Yes
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.