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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 Oct 1, 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
- Website
- https://availinvest.com
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 131 | 144 | increased by13 |
| Apr 1, 2026 | AUM | $138,563,635 | $184,457,139 | increased by$45,893,504 |
| Apr 1, 2026 | Accounts | 373 | 427 | increased by54 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 123 | 131 | increased by8 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $140,067,421 | $138,563,635 | decreased by$1,503,786 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 8 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 93 | 123 | increased by30 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $93,204,323 | $140,067,421 | increased by$46,863,098 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 233 | 373 | increased by140 |
| Apr 1, 2022 | Employees | 4 | 5 | increased by1 |
| Apr 1, 2022 | Disclosures | No | Yes | |
| Apr 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | AUM | $0 | $93,204,323 | increased by$93,204,323 |
| Apr 1, 2022 | Accounts | 0 | 233 | increased by233 |
| Sep 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 “AVAIL INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AVAIL 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.