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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).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
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 45 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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