# Aventine Financial Group

> Aventine Financial Group is an SEC-registered investment advisory firm in Doylestown, PA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 292390
- Filed as: AVENTINE FINANCIAL GROUP
- Legal name: Aventine Financial Group LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Doylestown, PA
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/292390
- AdvisorCensus page: https://advisorcensus.com/firm/aventine-financial-group-doylestown-pa-292390

## Quick answers

**How is Aventine Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), Aventine Financial Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Aventine Financial Group charge?**
Its Form ADV Part 2A brochure dated March 19, 2026 states: Hourly rate: $425 an hour (financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Aventine Financial Group located?**
Aventine Financial Group's principal office is in Doylestown, PA, according to its Form ADV.

**Is Aventine Financial Group registered with the SEC or a state?**
Aventine Financial Group is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 292390.

**How much does Aventine Financial Group manage?**
Aventine Financial Group reports $153,133,400 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (98% discretionary).

**What types of clients does Aventine Financial Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (77); high net worth individuals (56).

**Which custodians does Aventine Financial Group use?**
Aventine Financial Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Aventine Financial Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/292390

**What changed in Aventine Financial Group's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $119,295,613 to $153,133,400 (+28%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026)

- Hourly rate: $425 an hour (financial planning)

> Financial planning is offered at $425 per hour or a fixed rate of $3,850 for a comprehensive financial plan.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $153,133,400
- Discretionary: $149,696,835
- Non-discretionary: $3,436,565

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 77 | $21,942,999 |
| High net worth individuals | 56 | $127,753,836 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,436,565 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NJ, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- aventinefg.com
- Facebook @aventinefg
- Instagram @aventine.financial
- LinkedIn @aventine-financial-group

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 2 to 3.
- Regulatory assets under management went from $119,295,613 to $153,133,400 (+28%).

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aventine Financial Group (CRD 292390): Form ADV filing data as of October 2026.