A
CRD: 116965
Aydt Investment Management, Inc.
Evansville, IN, 47710
8124247008
$46.8M Total AUM
$46.3M Disc. AUM
-- 3Y CAGR
2 Employees
133 ADV. Clients
28 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Security Benefit
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-04-1997
- Office Locations
- 1
Office Locations
2552 Waterbridge WAY Evansville IN
About Aydt Investment Management, Inc.
Aydt Investment Management, Inc. is a Evansville-based RIA. The firm has been operating for 28 years. Managing $46.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Security Benefit. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
53 AVG AGE
$46.8M AVG AUM / ADVISOR
$352.1K AVG AUM / CLIENT
27.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
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Investment Themes
Value meridian Bridge alpha Meridian
Investment Vehicles
Insight wave Crest catalyst Eagle summit
Services
Legacy eagle Crest Timber Beacon Bridge crest Summit crest
Owner & Executives
V
VICTOR ALPHONS AYDT
President
- CRD
- #2381446
- Ownership
- 75% or more
(369) 291-7456
meridian.bridge@meridiancapital.com
in linkedin.com/in/unison-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,337,565 | -- |
| Non-Discretionary | $485,427 | -- |
| Total | $46,822,992 | -- |
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Separately Managed Accounts
Total SMA Asset: $46,337,565
Equity - Exchange:
13.8% U.S. Government/Agency:
14.7% Equity - OTC:
16.1% Corporate - Investment Grade:
16.2% Cash:
16.3% Municipal Bonds:
22.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $250,334,918 | 13.8% |
| U.S. Government/Agency | $266,661,108 | 14.7% |
| Equity - OTC | $292,057,404 | 16.1% |
| Corporate - Investment Grade | $293,871,425 | 16.2% |
| Cash | $295,685,446 | 16.3% |
| Municipal Bonds | $415,410,841 | 22.9% |
| Total | $1,814,021,142 | 100.0% |