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Avory & Company, LLC.

● SEC registered since 2019CRD 284812SEC# 801-114763Miami, FL
Export (members)
Reg. AUM
$353.2M
Employees
3
Accounts
125
Location
Miami, FL

Avory & Company, LLC. assets under management

Avory & Company, LLC. is an SEC-registered investment adviser based in Miami, FL. The firm has been registered since 2019. It reports $353.2 million in regulatory assets under management and employs 3 people.

Avory & Company, LLC. owners & executives

3 reported
NameTitleOwnershipSince
Houston Jay Hess ControlChief Compliance OfficerUnder 5%2019
Luis Alvarez Vila ControlCo-Founder50-75%2016
Sean Nmn Emory ControlManaging MemberOver 75%2016

Frequently asked questions

How much does Avory & Company, LLC. manage?

Avory & Company, LLC. reports $353.2 million in regulatory assets under management on its Form ADV.

How many employees does Avory & Company, LLC. have?

Avory & Company, LLC. reports 3 employees.

Where is Avory & Company, LLC. located?

Avory & Company, LLC. is based in Miami, FL and has been SEC-registered since 2019.

Does Avory & Company, LLC. disclose fund performance?

Avory & Company, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2665 S Bayshore Dr., Unit 307, Miami, FL 33133
Phone305-306-9494
Office hours8:30 a.m. - 5:30 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Regulatory AUM

$353.2M▼ 6%
Mar '25 — $376.8MApr '25 — $376.8MMay '25 — $376.8MJun '25 — $376.8MJul '25 — $376.8MAug '25 — $376.8MSep '25 — $376.8MOct '25 — $376.8MNov '25 — $376.8MDec '25 — $376.8MJan '26 — $376.8MFeb '26 — $376.8MMar '26 — $353.2MApr '26 — $353.2MMay '26 — $353.2MJun '26 — $353.2M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$353.2Mregulatory AUM
Discretionary $142.6MNon-discretionary $210.6M