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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- FrontierRidge beacon +more
- Established Date
- 12-04-2008
- Office Locations
- 19
Office Locations
About Avior Wealth Management, LLC
Avior Wealth Management delivers comprehensive financial planning and investment management for individuals and business owners, with integrated tax planning plus tax preparation/accounting support. Services span retirement, cash-flow and net-worth planning, insurance, estate and education planning, and business owner planning. Through Avior Institutional, they advise pensions, foundations/endowments, and provide RIAs customized strategies, client-specific analytics, and tailored research, with a Certified Fraud Examiner on staff.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRITT EDWARD CAMPBELL
Chief Executive Officer
- CRD
- #3166468
- Ownership
- Less than 5%
SCOTT TIMOTHY CAVEY
Wealth Advisor
- CRD
- #4287897
- Ownership
- Less than 5%
Matrix optima
Radial momentum radial
- CRD
- #12563
- Ownership
- 44.6%
Showing 2 of 5 owners & executives
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ALEXANDER TODD AVESTINI
Wealth Advisor
- CRD
- #6216249
DANIEL EVAN BAKER
--
- CRD
- #7525005
Ember insight
Element bridge fusion
- CRD
- #86536
Showing 2 of 74 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,039,741,468 | $1,255,664 |
| Non-Discretionary | $424,493,960 | $5,053,500 |
| Total | $6,464,235,428 | $1,320,849 |
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Separately Managed Accounts
Total SMA Asset: $6,464,235,428
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,000,295,668 | 23.7% |
| Equity - Exchange | $991,854,355 | 23.5% |
| Cash | $620,436,554 | 14.7% |
| Municipal Bonds | $620,436,554 | 14.7% |
| Corporate - Investment Grade | $400,962,399 | 9.5% |
| U.S. Government/Agency | $586,671,299 | 13.9% |
| Total | $4,220,656,829 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL CAPITAL | CATALYST EAGLE | C9BRBE433 | IBICI | 3.50% | $32,982,269 |
| ATLAS RIDGE | VALUE VECTOR | GT2Z46F2V | HHL | 8.80% | $8,538,432 |
| HARBOR PEAK OPTIMA | FUSION SUMMIT | AFF2FPIZ6 | VOJF | 3.12% | $83,673,080 |
| MATRIX GLACIER | ATLAS PRIME | RRGT9T6Z4 | AJH | 7.69% | $16,024,495 |
| VALUE TIMBER WAVE | VERTEX OPTIMA | QX9KJ67NE | IOJLM | 4.29% | $42,608,512 |
| ELEMENT EMBER WAVE | UNISON FUSION | LGN3PTOTF | ABND | 4.24% | $30,566,818 |
| TIMBER OPTIMA | BRIDGE MOMENTUM | U9C4S0UCB | HDF | 0.91% | $40,712,861 |
| INSIGHT BRIDGE TIMBER | UNISON RIDGE | PLF14TUX1 | PXOL | 1.15% | $113,652,929 |