CRD: 310378
Constitution Investment Advisory AND Portfolio Management
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- Custodian
- Fidelity/NFS · Morgan Stanley · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-18-2020
- Office Locations
- 2
Office Locations
About Constitution Investment Advisory AND Portfolio Management
Constitution Investment Advisory & Portfolio Management (CIAPM) helps investors, especially those nearing or in retirement, turn savings into a long-term income plan. Portfolios emphasize high-quality blue-chip equities across core sectors, with an optional disciplined covered-call overlay targeting consistent monthly income and lower volatility. Provides personalized guidance and planning; strategies are often implemented via ETFs and custody includes Fidelity/NFS.
Team overview
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Custodian
Investment Themes
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Services
Technology
Owner & Executives
GREGORY JOHN BAVEDAS
Chief Compliance Officer, MANAGING DIRECTOR, Managing Member, SENIOR VICE PRESIDENT
- CRD
- #4513282
- Ownership
- 50% but less than 75%
ANTHONY JOHN BAVEDAS JR
Managing Member, President, Senior Portfolio Manager
- CRD
- #15235
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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SAM EARL KEYLOCK
--
- CRD
- #7844548
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $241,326,000 | $900,470 |
| Non-Discretionary | $0 | -- |
| Total | $241,326,000 | $900,470 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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