# AVL Advisory LLC

> AVL Advisory LLC is a state-registered investment advisory firm in Daytona Beach, FL, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 337357
- Filed as: AVL ADVISORY LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Daytona Beach, FL
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/337357
- AdvisorCensus page: https://advisorcensus.com/firm/avl-advisory-llc-daytona-beach-fl-337357

## Quick answers

**How is AVL Advisory LLC compensated?**
On its Form ADV (Item 5.E, October 2026), AVL Advisory LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees).

**Where is AVL Advisory LLC located?**
AVL Advisory LLC's principal office is in Daytona Beach, FL, according to its Form ADV.

**Is AVL Advisory LLC registered with the SEC or a state?**
AVL Advisory LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 337357.

**How much does AVL Advisory LLC manage?**
AVL Advisory LLC reports $0 in regulatory assets under management in its Form ADV filing dated March 27, 2026.

**Does AVL Advisory LLC 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/337357

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops

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

### Websites listed on Form ADV (Item 1.I)
- avladvisory.com
- Facebook facebook.com
- Instagram @avladvisoryllc
- LinkedIn @anthony-lupoli-cpa-pfs-cfp®-macc-9a12b1157
- X @AnthonyLupoli

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. AVL Advisory LLC (CRD 337357): Form ADV filing data as of October 2026.