# Tred Avon Family Wealth, LLC

> Tred Avon Family Wealth, LLC is an SEC-registered investment advisory firm in Easton, MD, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 25, 2026.

- CRD: 174115
- Filed as: TRED AVON FAMILY WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Easton, MD
- Filing period: October 2026
- Form ADV filing dated: August 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/174115
- AdvisorCensus page: https://advisorcensus.com/firm/tred-avon-family-wealth-llc-easton-md-174115

## Quick answers

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

**How much does Tred Avon Family Wealth, LLC charge?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Tred Avon Family Wealth, LLC located?**
Tred Avon Family Wealth, LLC's principal office is in Easton, MD, according to its Form ADV.

**Is Tred Avon Family Wealth, LLC registered with the SEC or a state?**
Tred Avon Family Wealth, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 174115.

**How much does Tred Avon Family Wealth, LLC manage?**
Tred Avon Family Wealth, LLC reports $431,932,028 in regulatory assets under management in its Form ADV filing dated August 25, 2026 (29% discretionary).

**How have Tred Avon Family Wealth, LLC's assets and staff changed since 2021?**
In the Form ADV data for Tred Avon Family Wealth, LLC: Regulatory assets under management: $274,411,078 in the October 2021 data and $431,932,028 in the October 2026 data, up 57%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Tred Avon Family Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (296); individuals (other than high net worth individuals) (32); charitable organizations (10).

**Does Tred Avon Family Wealth, 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/174115

**What changed in Tred Avon Family Wealth, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 1 to 2. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Asset-based fee: up to 1% of assets a year (the maximum the brochure states)

> Our annual fee for clients who pay as a percentage of assets under advisement ranges up to 1% annually and is assessed and/or charged quarterly and in advance, based on the value at the end of the billing period.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $431,932,028
- Discretionary: $123,693,436
- Non-discretionary: $308,238,592

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $4,486,571 |
| High net worth individuals | 296 | $390,389,258 |
| Charitable organizations | 10 | $11,330,926 |
| Corporations or other businesses not listed above | 9 | $25,725,273 |

### 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
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2015 (10 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [tredavonfamilywealth.com](https://tredavonfamilywealth.com)
- LinkedIn @beth-spurry-1baa2710
- LinkedIn @gstraczewski

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $274,411,078 | 2 | March 28, 2021 |
| October 2022 | $299,392,206 | 3 | September 8, 2022 |
| October 2023 | $288,311,302 | 4 | August 14, 2023 |
| October 2024 | $292,801,630 | 6 | March 27, 2024 |
| October 2025 | $473,788,704 | 3 | June 24, 2025 |
| October 2026 | $431,932,028 | 3 | August 25, 2026 |

Regulatory assets under management: $274,411,078 in the October 2021 data and $431,932,028 in the October 2026 data, up 57%.
Total employees: 2 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 1 to 2.
- Updated its list of owners and control persons (Schedule A).

### February 2026
- Registered or notice-filed in NY, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tred Avon Family Wealth, LLC (CRD 174115): Form ADV filing data as of October 2026.