$84.5M Total AUM
$74.2M Disc. AUM
-- 3Y CAGR
1 Employees
151 ADV. Clients
7 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-02-2019
- Office Locations
- 1
Office Locations
-- Doylestown PA
About Solebury Asset Management LLC
Solebury Asset Management, LLC is a Doylestown, PA–based registered investment adviser led by Michael Scavullo (20+ years). The firm offers investment management and planning services including asset allocation, retirement, and estate/insurance-related guidance, with portfolios largely implemented using ETFs and public funds alongside some fixed income. Custody is reported with Schwab and Altruist.
Team overview
-- AVG AGE
$84.5M AVG AUM / ADVISOR
$559.8K AVG AUM / CLIENT
7.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MICHAEL ANTHONY SCAVULLO
Managing Member
- CRD
- #2537103
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,247,801 | -- |
| Non-Discretionary | $10,275,305 | -- |
| Total | $84,523,106 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Municipal Bonds:
Available Other:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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