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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-14-2021
- Office Locations
- 1
Office Locations
About Avidity Capital
Avidity Capital (Avidity Journey) offers membership-based, step-by-step financial planning for busy individuals, with flexible advisor meeting cadence, a secure portal/mobile app, account aggregation, and weekly action-item emails. Clients can plug in existing outside accounts or open goal-based accounts using the firm’s investment models. Ongoing Tech Townhalls and four-week topic cycles support decisions, including life events like divorce or inheritances.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
Theron Marshall Morgan
Chief Compliance Officer, Managing Member, Partner
- CRD
- #6329289
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,609,383 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,609,383 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,609,383
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,191,645,438 | 21.2% |
| Cash | $3,642,387,943 | 64.8% |
| Equity - Exchange | $786,935,667 | 14.0% |
| Total | $5,620,969,048 | 100.0% |