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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- HarborFusion +more
- Established Date
- 07-19-2016
- Office Locations
- 1
Office Locations
About Avid Planning
Avid Planning is a St. Petersburg, FL RIA delivering purpose-driven financial planning and ongoing portfolio management for individuals and families, including entrepreneurs and business owners. The team supports tax, estate, insurance, charitable giving, and business-succession planning and builds diversified, risk-managed portfolios using primarily mutual funds and ETFs. Custodied at Schwab and managed on Orion.
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Owner & Executives
WILLIAM JACKSON ARNOLD
Financial Advisor, Managing Member
- CRD
- #4726501
- Ownership
- 50% but less than 75%
DAVID CHRISTIAN HARPOOL
Chief Compliance Officer, Managing Member, Partner
- CRD
- #4205173
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,544,704 | -- |
| Non-Discretionary | $0 | -- |
| Total | $58,544,704 | -- |
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Separately Managed Accounts
Total SMA Asset: $58,544,704
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,504,898,153 | 38.0% |
| Cash | $1,212,898,053 | 18.4% |
| Equity - Exchange | $2,874,041,038 | 43.6% |
| Total | $6,591,837,244 | 100.0% |