B
CRD: 291874
Baviello Investment Management, LLC
$17.3M Total AUM
$17.3M Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-19-2018
- Office Locations
- 1
Office Locations
-- Baltimore MD
About Baviello Investment Management, LLC
Baltimore-based Baviello Investment Management is an independent RIA providing well-researched, long-term investment advice and portfolio construction for retail and institutional clients. The firm emphasizes active management with a fixed-income and ETF-oriented approach, including meaningful allocations to U.S. government/agency bonds alongside equity ETFs and cash. Custody is with Charles Schwab.
Team overview
-- AVG AGE
$17.3M AVG AUM / ADVISOR
$639.5K AVG AUM / CLIENT
8.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
L
LOUIS C BAVIELLO
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #6001268
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,265,526 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,265,526 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Equity - Exchange:
Available Cash:
Available Public Funds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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