{
  "crd_number": 123227,
  "slug": "avesta-venture-advisors-n-bethesda-md-123227",
  "primary_business_name": "AVESTA VENTURE ADVISORS",
  "legal_name": "AVESTA VENTURE ADVISERS",
  "dbas": [],
  "city": "N. Bethesda",
  "state": "MD",
  "country": "United States",
  "cbsa_code": "47900",
  "metro": {
    "cbsa_code": "47900",
    "common_name": "Washington",
    "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV",
    "path": "/advisors/dc/washington"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2001-09-25",
  "years_registered": 25,
  "period": "2026-10-01",
  "filing_date": "2012-03-22",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MD"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/123227",
  "city_as_filed": "N. BETHESDA",
  "url": "https://advisorcensus.com/firm/avesta-venture-advisors-n-bethesda-md-123227",
  "display_name": "Avesta Venture Advisors",
  "summary": "Avesta Venture Advisors is a state-registered investment advisory firm in N. Bethesda, MD, registered since 2001, with no regulatory assets under management reported in its Form ADV filing dated March 22, 2012.",
  "citation": "AdvisorCensus. Avesta Venture Advisors (CRD 123227): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Avesta Venture Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Avesta Venture Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Avesta Venture Advisors located?",
      "a": "Avesta Venture Advisors' principal office is in N. Bethesda, MD, according to its Form ADV."
    },
    {
      "q": "Is Avesta Venture Advisors registered with the SEC or a state?",
      "a": "Avesta Venture Advisors is a state-registered investment advisory firm, registered since 2001. Status as filed: APPROVED. CRD 123227."
    },
    {
      "q": "Does Avesta Venture Advisors report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/123227"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/avesta-venture-advisors-n-bethesda-md-123227.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/123227",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}