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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- SignalQuantum
- Established Date
- 05-04-2010
- Office Locations
- 1
Office Locations
About Aventus Investment Advisors, Inc.
Aventus Advisors provides holistic wealth management for individuals and families—from early accumulation through retirement—plus business advisory and company retirement plan solutions for employers. Its credentialed, fiduciary team (CFA/CFP) builds customized financial plans and manages portfolios that lean heavily on ETFs. Schwab is a primary custodian, and the Aventus Wealth Management System helps clients see their current financial condition.
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Owner & Executives
JEFFREY PETER HARE
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #2878639
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JASON E LIST
Certified Financial Planner
- CRD
- #5209188
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $136,489,439 | $336,181 |
| Non-Discretionary | $0 | -- |
| Total | $136,489,439 | $336,181 |
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Separately Managed Accounts
Total SMA Asset: $136,489,439
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,136,897,444 | 29.0% |
| U.S. Government/Agency | $1,016,868,439 | 13.8% |
| Cash | $523,171,443 | 7.1% |
| Other | $1,827,415,745 | 24.8% |
| Corporate - Investment Grade | $1,864,258,804 | 25.3% |
| Total | $7,368,611,875 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MOMENTUM ELEMENT VALUE | BRIDGE FOCUS | BFNJIICY9 | AORE | 1.00% | $86,470,528 |
| UNISON VALUE MOMENTUM | ELEMENT FRONTIER | 0WML0CDYU | AKIC | 4.12% | $99,200,147 |
| CATALYST PEAK | HORIZON PIONEER | RVTAIMVER | URJTK | 11.09% | $101,302,698 |
| NORTH OPTIMA | NORTH MOMENTUM | 2DGQF3536 | DSL | 10.94% | $13,195,702 |
| PIONEER DELTA GLACIER | OAK VITAL | 6QPW8993Q | AQLCY | 1.45% | $28,708,920 |
| DELTA NORTH EMBER | OAK RADIAL | 7OSUP5YRU | AIAEA | 4.13% | $61,919,556 |
| ALPHA ATLAS RIDGE | SIGNAL FOUNDATION | 3GO8AML2S | TGZ | 9.12% | $89,842,749 |
| ELEMENT FRONTIER | PATHWAY VITAL | BCZOUU5UA | HOC | 7.14% | $66,225,109 |