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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between October 27, 2025 and April 3, 2026, reported AUM increased 27.2%, from $5.1B to $6.5B.
Across 5 reported observations, AUM increased 179.3% between November 21, 2022 and April 3, 2026, from $2.3B to $6.5B.
Of the latest reported AUM, 93.4% is discretionary and 6.6% is non-discretionary.
The firm reports 125 advisory representatives and 4,894 clients, or 39.2 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 19 reported office locations and 17 years in operation. The source data was last updated on April 3, 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
- Technology
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The full Avior Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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%
Showing 2 of 5 owners & executives
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DANIEL EVAN BAKER
--
- CRD
- #7525005
Breanna Renee Beck
Director
- CRD
- #6951968
Showing 2 of 73 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
SMA allocation detail is available
Avior Wealth Management, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Avior Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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