$59.5M Total AUM
$40.6M Disc. AUM
-- 3Y CAGR
2 Employees
55 ADV. Clients
19 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- BNY Mellon ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Frontier
- Established Date
- 01-03-2007
- Office Locations
- 1
Office Locations
ONE Galleria Blvd Suite 1900 - 249 Metairie LA
About A-V Capital Management, LLC
A-V Capital Management, LLC is a Metairie-based RIA. The firm has been operating for 19 years. Managing $59.5M in total assets under management, with 2 advisory representatives. They custody assets with BNY Mellon and Pershing. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$29.7M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
18.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Vital vector Alpha Foundation fusion Beacon element
Client Personas
Meridian
Custodian
Beacon
Investment Themes
Insight pioneer Glacier Foundation
Investment Vehicles
Frontier Beacon value
Services
Atlas momentum Alpha Capital value Beacon alpha Summit
Technology
Bridge atlas
Owner & Executives
C
CARY JOSEPH AMANN
Chief Executive Officer
- CRD
- #2571453
- Ownership
- 50% but less than 75%
(425) 894-1967
quantum.crest@beaconcapital.com
in linkedin.com/in/eagle-vital
L
LISA V. AMANN
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #1532663
- Ownership
- 50% but less than 75%
(481) 232-5549
ridge.harbor@primecapital.com
in linkedin.com/in/glacier-zenith
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,642,125 | $213,824 |
| Non-Discretionary | $18,844,742 | $906,900 |
| Total | $59,486,867 | $265,163 |
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Separately Managed Accounts
Total SMA Asset: $59,486,867
U.S. Government/Agency:
7.7% Equity - Exchange:
13.9% Cash:
17.7% Public Funds:
25.0% Municipal Bonds:
35.7% | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $565,125,730 | 7.7% |
| Equity - Exchange | $1,020,162,031 | 13.9% |
| Cash | $1,299,055,249 | 17.7% |
| Public Funds | $1,834,823,798 | 25.0% |
| Municipal Bonds | $2,620,128,382 | 35.7% |
| Total | $7,339,295,190 | 100.0% |