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AVAIL INVESTMENT PARTNERS, LLC
CRD 315678File 801-122134
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$184.5M
Bottom 25% of cohort (national)
Discretionary AUM
$184.5M
Clients
144
427 accounts
Employees
8
Bottom 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Aug 24, 2021
- Principal office
- 801-1 PIKE STREET, LEMONT, PA, 16851
- Phone
- 814-996-7206
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $184.5M
- Discretionary AUM
- $184.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 427
- Non-discretionary accounts
- 0
- Total accounts
- 427
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $429K |
| High net worth individuals | 57 | $160.2M |
| Individuals (other than high net worth individuals) | 86 | $23.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- 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 11- Q11D2
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.