# Avina Financial Group, Inc.

> Avina Financial Group, Inc. is a state-registered investment advisory firm in Bellflower, CA, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 14, 2026.

- CRD: 285527
- Filed as: AVINA FINANCIAL GROUP, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bellflower, CA
- Filing period: October 2026
- Form ADV filing dated: May 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/285527
- AdvisorCensus page: https://advisorcensus.com/firm/avina-financial-group-inc-bellflower-ca-285527

## Quick answers

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

**Where is Avina Financial Group, Inc. located?**
Avina Financial Group, Inc.'s principal office is in Bellflower, CA, according to its Form ADV.

**Is Avina Financial Group, Inc. registered with the SEC or a state?**
Avina Financial Group, Inc. is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 285527.

**How much does Avina Financial Group, Inc. manage?**
Avina Financial Group, Inc. reports $102,100,000 in regulatory assets under management in its Form ADV filing dated May 14, 2026 (61% discretionary).

**What types of clients does Avina Financial Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (114); pension and profit sharing plans (but not the plan participants or government pension plans) (32); high net worth individuals (25).

**Does Avina Financial Group, Inc. report any disciplinary disclosures?**
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/285527

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $102,100,000
- Discretionary: $62,270,000
- Non-discretionary: $39,830,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 114 | $33,400,000 |
| High net worth individuals | 25 | $20,000,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 32 | $46,700,000 |
| Corporations or other businesses not listed above | 4 | $2,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2016 (9 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- avinafinancialgroup.com
- linkin.bio/avinafinancial
- linktr.ee/AvinaFG
- Facebook @EmanuelAvinaAFG
- Instagram @avina_financial
- LinkedIn @avinafinancialgroup

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Avina Financial Group, Inc. (CRD 285527): Form ADV filing data as of October 2026.