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- Custodian
- Altruist · SSG · Truist Bank
- Clients
- Retail
- Platforms
- UnisonPioneer horizon
- Established Date
- 02-21-2019
- Office Locations
- 1
Office Locations
About Aviator Financial, LLC
Aviator Financial, LLC is a boutique RIA in Newport, PA delivering personal, goals-based advice for individuals and families. The firm provides financial and investment planning, retirement planning, tax and estate planning, and insurance guidance, with portfolios focused on asset allocation and risk management using primarily public funds (mutual funds/ETFs). Custodied with Altruist and uses RightCapital for planning.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
WILLIAM EARL BENNER III
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #5155057
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $22,268,716 | -- |
| Total | $22,268,716 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,268,716
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $360,192,395 | 29.8% |
| Cash | $848,506,918 | 70.2% |
| Total | $1,208,699,313 | 100.0% |