# Aventus Investment Advisors, Inc. > Aventus Investment Advisors, Inc. is an SEC-registered investment advisory firm in Naples, FL, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 20, 2026. - CRD: 153390 - Filed as: AVENTUS INVESTMENT ADVISORS, INC. - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Naples, FL - Filing period: October 2026 - Form ADV filing dated: March 20, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/153390 - AdvisorCensus page: https://advisorcensus.com/firm/aventus-investment-advisors-inc-naples-fl-153390 ## Quick answers **How is Aventus Investment Advisors, Inc. compensated?** On its Form ADV (Item 5.E, October 2026), Aventus Investment Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). **Where is Aventus Investment Advisors, Inc. located?** Aventus Investment Advisors, Inc.'s principal office is in Naples, FL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F). **Is Aventus Investment Advisors, Inc. registered with the SEC or a state?** Aventus Investment Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 153390. **How much does Aventus Investment Advisors, Inc. manage?** Aventus Investment Advisors, Inc. reports $136,489,439 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary). **How have Aventus Investment Advisors, Inc.'s assets and staff changed since 2025?** In the Form ADV data for Aventus Investment Advisors, Inc.: Regulatory assets under management: $130,417,176 in the October 2025 data and $136,489,439 in the October 2026 data, up 5%. Total employees: 3 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going. **What types of clients does Aventus Investment Advisors, Inc. serve?** By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (89); high net worth individuals (56). **Which custodians does Aventus Investment Advisors, Inc. use?** Aventus Investment Advisors, Inc.'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 Aventus Investment Advisors, Inc. 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/153390 **Does Aventus Investment Advisors, Inc. state an account minimum?** Its Form ADV Part 2A brochure dated March 20, 2026 says: "Our typical client has investable assets in excess of $500,000, but this minimum is subject to review based on the overall relationship with the client." ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management - Fixed fees (other than subscription fees) ### Fees and minimums (Form ADV Part 2A brochure dated March 20, 2026) - Account minimum: $500,000 > Our typical client has investable assets in excess of $500,000, but this minimum is subject to review based on the overall relationship with the client. 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: $136,489,439 - Discretionary: $136,489,439 - Non-discretionary: $0 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 89 | $31,130,696 | | High net worth individuals | 56 | $105,358,743 | | Banking or thrift institutions | 0 | Not reported | | Investment companies | 0 | Not reported | | Business development companies | 0 | Not reported | | Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported | | Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported | | Charitable organizations | 0 | Not reported | | State or municipal government entities (including government pension plans) | 0 | Not reported | | Other investment advisers | 0 | Not reported | | Insurance companies | 0 | Not reported | | Sovereign wealth funds and foreign official institutions | 0 | Not reported | | Corporations or other businesses not listed above | 0 | Not reported | | Other | 0 | Not reported | ### Advisory services (Item 5.G) - Financial planning services - Portfolio management for individuals and/or small businesses - Educational seminars/workshops - Other ### Firm details - Registered since: 2024 (1 year) - Employees: 3 total, 2 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: FL, MA, NC, NH - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Other offices (Schedule D, Section 1.F), as of the April 2026 filing - Cornelius, NC ### Websites listed on Form ADV (Item 1.I) - [aventusadvisors.com](https://aventusadvisors.com) - [google.com/search](https://google.com/search) - Facebook @AVENTUSADVISORS - Facebook @AventusAdvisorsNaplesFL - Facebook @AventusAdvisorsWinnipesaukee - LinkedIn @AVENTUS-INVESTMENT-ADVISORS - X @AVENTUSADVISORS - YouTube @UCV8IAFYYW8GV1PWKKDS_PJA ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2025 | $130,417,176 | 3 | May 23, 2025 | | October 2026 | $136,489,439 | 3 | March 20, 2026 | Regulatory assets under management: $130,417,176 in the October 2025 data and $136,489,439 in the October 2026 data, up 5%. Total employees: 3 in October 2025 and 3 in October 2026. ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aventus Investment Advisors, Inc. (CRD 153390): Form ADV filing data as of October 2026.