{
  "crd_number": 315678,
  "slug": "avail-investment-partners-llc-lemont-pa-315678",
  "primary_business_name": "AVAIL INVESTMENT PARTNERS, LLC",
  "legal_name": "AVAIL INVESTMENT PARTNERS, LLC",
  "dbas": [],
  "city": "Lemont",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "44300",
  "metro": {
    "cbsa_code": "44300",
    "common_name": "State College",
    "msa_name": "State College, PA",
    "path": "/advisors/pa/state-college"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-08-24",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-11",
  "carried_forward": false,
  "raum_total": 184457139.0,
  "raum_discretionary": 184457139.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 8,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 23856590.0,
      "count": 86
    },
    "investment_companies": {
      "raum": 429477.0,
      "count": 1
    },
    "high_net_worth_individuals": {
      "raum": 160171072.0,
      "count": 57
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "CA",
    "FL",
    "GA",
    "MA",
    "NH",
    "NY",
    "PA",
    "TX",
    "VA"
  ],
  "websites": [
    "https://availinvest.com",
    "https://linkedin.com/company/avail-investment-partners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/315678",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    }
  ],
  "city_as_filed": "LEMONT",
  "url": "https://advisorcensus.com/firm/avail-investment-partners-llc-lemont-pa-315678",
  "display_name": "Avail Investment Partners, LLC",
  "summary": "Avail Investment Partners, LLC is an SEC-registered investment advisory firm in Lemont, PA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.",
  "citation": "AdvisorCensus. Avail Investment Partners, LLC (CRD 315678): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Avail Investment Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Avail Investment Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Avail Investment Partners, LLC located?",
      "a": "Avail Investment Partners, LLC's principal office is in Lemont, PA, according to its Form ADV; the April 2026 filing also lists 4 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Avail Investment Partners, LLC registered with the SEC or a state?",
      "a": "Avail Investment Partners, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 315678."
    },
    {
      "q": "How much does Avail Investment Partners, LLC manage?",
      "a": "Avail Investment Partners, LLC reports $184,457,139 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary)."
    },
    {
      "q": "How have Avail Investment Partners, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Avail Investment Partners, LLC: Regulatory assets under management: $0 in the October 2021 data and $184,457,139 in the October 2026 data. Total employees: 4 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Avail Investment Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (86); high net worth individuals (57); investment companies (1)."
    },
    {
      "q": "Which custodians does Avail Investment Partners, LLC use?",
      "a": "Avail Investment Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Investments as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Avail Investment Partners, LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/315678"
    },
    {
      "q": "Does Avail Investment Partners, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 11, 2026 says: \"Avail does not impose a stated minimum fee or minimum portfolio value for starting or maintaining an investment advisory relationship.\""
    },
    {
      "q": "What changed in Avail Investment Partners, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $138,563,635 to $184,457,139 (+33%). Registered or notice-filed in CA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 4,
      "filing_date": "2021-09-20"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 93204323.0,
      "total_employees": 5,
      "filing_date": "2022-04-18"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 90775868.0,
      "total_employees": 8,
      "filing_date": "2023-08-16"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 105366362.0,
      "total_employees": 6,
      "filing_date": "2024-03-14"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 140067421.0,
      "total_employees": 8,
      "filing_date": "2025-03-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 184457139.0,
      "total_employees": 8,
      "filing_date": "2026-03-11"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $138,563,635 to $184,457,139 (+33%).",
        "Registered or notice-filed in CA."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Added an office in Midlothian, VA."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in GA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 11, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Avail does not impose a stated minimum fee or minimum portfolio value for starting or maintaining an investment advisory relationship."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Avail does not impose a stated minimum fee or minimum portfolio value for starting or maintaining an investment advisory relationship."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Investments",
      "name_as_filed": "FIDELITY INVESTMENTS",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/avail-investment-partners-llc-lemont-pa-315678.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 86,
      "fewer_than_5": false,
      "raum": 23856590.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 57,
      "fewer_than_5": false,
      "raum": 160171072.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 429477.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/315678",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}