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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Inspira Financial Trust · LLC · Millennium Trust
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-17-2003
- Office Locations
- 11
Office Locations
About Avidian Wealth Solutions
Avidian Wealth Solutions delivers boutique, family-office style wealth management for founders, executives, entrepreneurs and families, and serves endowments/foundations through an OCIO fiduciary co-partner model. Services span investment management plus integrated financial, tax, estate and risk planning, with ongoing portfolio monitoring and reallocations; qualified clients can access private offerings. Based in Texas (Houston/Austin).
Reported data analysis
What the numbers show
Between November 25, 2025 and June 9, 2026, reported AUM increased 19.3%, from $4.0B to $4.8B.
Across 5 reported observations, AUM increased 37.5% between November 4, 2022 and June 9, 2026, from $3.5B to $4.8B.
Of the latest reported AUM, 96.1% is discretionary and 3.9% is non-discretionary.
The firm reports 36 advisory representatives and 1,898 clients, or 52.7 clients per representative. That equates to $2.5M in reported AUM per client.
The profile lists 11 reported office locations and 23 years in operation. The source data was last updated on June 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
JAMES ALLEN ATKINSON
Chief Operating Officer, Managing Member
- CRD
- #2339222
- Ownership
- Less than 5%
JACOB MATTHEW BORBIDGE
Chief Investment Officer
- CRD
- #4240995
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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Mindy Maria Abraham
Associate Wealth Advisor
- CRD
- #8262178
ROBERTO ARENIVAS
Financial Advisor, General Partner
- CRD
- #6794035
Showing 2 of 46 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,580,445,805 | $632,658 |
| Non-Discretionary | $183,789,316 | $11,486,832 |
| Total | $4,764,235,121 | $656,592 |
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Separately Managed Accounts
SMA allocation detail is available
Avidian Wealth Solutions has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Avidian Wealth Solutions's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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