Data / Investment advisers / Florida / Aventus Investment Advisors, Inc.
Aventus Investment Advisors, Inc., Naples, FL: $136 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Aventus Investment Advisors, Inc. is an SEC registered investment adviser with its main office in Naples, Florida and reports $136 million in regulatory assets under management in its Form ADV filed March 20, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Aventus Investment Advisors, Inc. (CRD number 153390): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 153390
- SEC file number
- 801-131660
- SEC status
- Approved, effective December 19, 2024
- Main office
- 780 5th Avenue South Suite 200, Naples, FL 34102
- Phone
- (239) 673-0020
- Regulatory AUM
- $136,489,439 in the Form ADV filed March 20, 2026
- Discretionary AUM
- $136,489,439
- Accounts
- 406
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 20, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 56 | $105.4 million |
| Individuals (other than high net worth individuals) | 89 | $31.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $136.5 million | March 20, 2026 |
| December 1, 2025 | $130.4 million | May 23, 2025 |
Other advisers in Naples
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Riverglades Family Offices, LLC | Naples | $221.4 million | Not listed | adviserinfo.sec.gov |
| Southcol Advisors | Naples | $208.7 million | Not listed | adviserinfo.sec.gov |
| McDermott Investment Advisors, LLC | Naples | $203.3 million | Not listed | adviserinfo.sec.gov |
| Cambier Capital, LLC | Naples | $165.5 million | Not listed | adviserinfo.sec.gov |
| Naples Money Management LLC | Naples | $164.4 million | Not listed | adviserinfo.sec.gov |
| Luma Capital | Naples | $135.8 million | 24 | adviserinfo.sec.gov |
| Antonetti Capital Management, LLC | Naples | $129.4 million | Not listed | adviserinfo.sec.gov |
| Servatus Capital | Naples | $110.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Naples, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Aventus Investment Advisors, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.