Allvet Financial LLC
● SEC registered since 2026CRD 336247SEC# 801-136165
Reg. AUM
$1.3M
Employees
2
Accounts
70
Location
—
Allvet Financial LLC assets under management
Allvet Financial LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2026. It reports $1.3 million in regulatory assets under management and employs 2 people.
Allvet Financial LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Meredith Bailey Jones Control | President And Chief Compliance Officer | Over 75% | 2025 |
Frequently asked questions
How much does Allvet Financial LLC manage?
Allvet Financial LLC reports $1.3 million in regulatory assets under management on its Form ADV.
How many employees does Allvet Financial LLC have?
Allvet Financial LLC reports 2 employees.
Does Allvet Financial LLC disclose fund performance?
Allvet Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (804) 201-4615 |
| Office hours | By Appointment Only |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.3MNo change
Apr '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$1.3Mregulatory AUM
Discretionary $1.3M