# Avior Wealth Management, LLC

> Avior Wealth Management, LLC is an SEC-registered investment advisory firm in Omaha, NE, registered since 2008, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated April 3, 2026.

- CRD: 148674
- Filed as: AVIOR WEALTH MANAGEMENT, LLC
- Also doing business as: SC FINANCIAL SERVICES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Omaha, NE
- Filing period: October 2026
- Form ADV filing dated: April 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/148674
- AdvisorCensus page: https://advisorcensus.com/firm/avior-wealth-management-llc-omaha-ne-148674

## Quick answers

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

**Where is Avior Wealth Management, LLC located?**
Avior Wealth Management, LLC's principal office is in Omaha, NE, according to its Form ADV; the May 2026 filing also lists 13 other offices (Schedule D, Section 1.F).

**Is Avior Wealth Management, LLC registered with the SEC or a state?**
Avior Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 148674.

**How much does Avior Wealth Management, LLC manage?**
Avior Wealth Management, LLC reports $6,464,235,428 in regulatory assets under management in its Form ADV filing dated April 3, 2026 (93% discretionary).

**How have Avior Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Avior Wealth Management, LLC: Regulatory assets under management: $1,673,429,378 in the October 2021 data and $6,464,235,428 in the October 2026 data, up 286%. Total employees: 39 in October 2021 and 170 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Avior Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,487); high net worth individuals (2,288); pension and profit sharing plans (but not the plan participants or government pension plans) (71).

**Which custodians does Avior Wealth Management, LLC use?**
Avior Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Avior Wealth Management, LLC 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/148674

**What changed in Avior Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: No longer lists the business name Corpus Capital Management. Employees performing advisory functions went from 120 to 125. Regulatory assets under management went from $5,083,670,234 to $6,464,235,428 (+27%). Changed its office addresses in Phoenix, AZ. Changed its office addresses in San Antonio, TX. Added an office in Mercer Island, WA. Added an office in San Diego, CA. No longer lists an office in Bellevue, WA. No longer lists an office in Franklin, TN. No longer lists an office in Scottsdale, AZ.

## From the Form ADV filing

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

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

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: $6,464,235,428
- Discretionary: $6,039,741,468
- Non-discretionary: $424,493,960

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,487 | $680,301,049 |
| High net worth individuals | 2,288 | $4,912,551,151 |
| Banking or thrift institutions | 3 | $63,627,698 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 71 | $406,577,062 |
| Charitable organizations | 11 | $38,514,977 |
| Corporations or other businesses not listed above | 34 | $362,663,491 |

### 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
- Other

### Firm details
- Registered since: 2008 (17 years)
- Employees: 170 total, 125 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Bloomington, IN
- Columbus, OH
- Houston, TX
- Jacksonville, FL
- Mercer Island, WA
- Minnetonka, MN
- Napa, CA
- Phoenix, AZ
- Plano, TX
- San Antonio, TX
- San Diego, CA
- Santa Rosa, CA
- The Woodlands, TX

### Websites listed on Form ADV (Item 1.I)
- aviorwealth.com
- aviorwealthmn.com
- ecorpus.com
- linkedin/COMPANY/2094158
- meetaviorwealth.com
- scfincialservices.com
- Facebook @AVIOR-WEALTH-MANAGEMENT-LLC-206596646029376
- Facebook @RyherdVerdantWealth
- Instagram @aviorwealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,673,429,378 | 39 | August 31, 2021 |
| October 2022 | $2,314,418,882 | 78 | July 28, 2022 |
| October 2023 | $2,422,058,927 | 122 | July 26, 2023 |
| October 2024 | $3,986,353,586 | 204 | July 22, 2024 |
| October 2025 | $5,083,670,234 | 201 | April 15, 2025 |
| October 2026 | $6,464,235,428 | 170 | April 3, 2026 |

Regulatory assets under management: $1,673,429,378 in the October 2021 data and $6,464,235,428 in the October 2026 data, up 286%.
Total employees: 39 in October 2021 and 170 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- No longer lists the business name Corpus Capital Management.
- Employees performing advisory functions went from 120 to 125.
- Regulatory assets under management went from $5,083,670,234 to $6,464,235,428 (+27%).
- Changed its office addresses in Phoenix, AZ.
- Changed its office addresses in San Antonio, TX.
- Added an office in Mercer Island, WA.
- Added an office in San Diego, CA.
- No longer lists an office in Bellevue, WA.
- No longer lists an office in Franklin, TN.
- No longer lists an office in Scottsdale, AZ.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Avior Wealth Management, LLC (CRD 148674): Form ADV filing data as of October 2026.