Data / Investment advisers / Maryland / Tred Avon Family Wealth, LLC
Tred Avon Family Wealth, LLC, Easton, MD: $432 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Tred Avon Family Wealth, LLC is an SEC registered investment adviser with its main office in Easton, Maryland and reports $432 million in regulatory assets under management in its Form ADV filed August 25, 2026. Its clients include high net worth individuals, corporations and other businesses and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Tred Avon Family Wealth, LLC (CRD number 174115): 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
- 174115
- SEC file number
- 801-106937
- SEC status
- Approved, effective November 19, 2015
- Main office
- 8603 Commerce Drive Suite 7a, Easton, MD 21601
- Phone
- (410) 310-2064
- Website
- tredavonfamilywealth.com
- Regulatory AUM
- $431,932,028 in the Form ADV filed August 25, 2026
- Discretionary AUM
- $123,693,436
- Non discretionary AUM
- $308,238,592
- Accounts
- 347
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 25, 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 | 296 | $390.4 million |
| Corporations or other businesses | 9 | $25.7 million |
| Charitable organizations | 10 | $11.3 million |
| Individuals (other than high net worth individuals) | 32 | $4.5 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 | $431.9 million | March 27, 2026 |
| December 1, 2025 | $473.8 million | June 24, 2025 |
Other advisers in Maryland
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Curio Wealth, LLC | Annapolis | $460.7 million | Not listed | adviserinfo.sec.gov |
| Mre Management, LLC | Annapolis | $458 million | Not listed | adviserinfo.sec.gov |
| Westbourne Investment Advisors Inc. | Annapolis | $448.8 million | Not listed | adviserinfo.sec.gov |
| Armstrong Dixon | Baltimore | $447.5 million | Not listed | adviserinfo.sec.gov |
| L. K. Benson & Company, P.C. | Timonium | $446.2 million | Not listed | adviserinfo.sec.gov |
| Bay Harbor Wealth Management, LLC | Hunt Valley | $412 million | Not listed | adviserinfo.sec.gov |
| Marks Wealth Management | Ellicott City | $409.2 million | Not listed | adviserinfo.sec.gov |
| Nexus338 | Cabin John | $407.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Maryland
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Tred Avon Family Wealth, LLC 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.