Avantra Family Wealth provides financial planning, portfolio management for individuals and small businesses, selecting other managers, divorce planning, education planning, and insurance. Financial planning was provided to 11–25 clients last fiscal year.
Avantra Family Wealth reports 223 clients. They include 158 individual clients and 65 high-net-worth individuals. Of its assets, 97.6% ($216M across 1,018 accounts) are managed with discretion; $5.41M across 23 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 71% | 21% |
| High-net-worth individuals | 29% | 79% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 158 | $47.1M | 21.3% | $298K |
| High-net-worth individuals | 65 | $174M | 78.7% | $2.68M |
| Total | 223 | $222M | 100% | $994K |
- Clients
- 158
- Regulatory AUM
- $47.1M
- AUM share
- 21.3%
- Avg. per client
- $298K
- Clients
- 65
- Regulatory AUM
- $174M
- AUM share
- 78.7%
- Avg. per client
- $2.68M
Total
- Clients
- 223
- Regulatory AUM
- $222M
- AUM share
- 100%
- Avg. per client
- $994K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Avantra Family Wealth charges 0.15%–1.50% a year for its Investment Management Services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is billed hourly at up to $300 per hour, or as a fixed fee or annual retainer of $500 to $5,000 negotiated by complexity.
Kim Kenawell owns 75% or more of Avantra Family Wealth. Kim Kenawell is CEO; the leadership team includes Chief Operating Officer Steven Thompson and Chief Compliance Officer Wade Hoffman. It has 6 employees, 3 of them in advisory roles.
Leadership
Kim KenawellFounder, Chief Executive Officer, Senior Family Wealth Advisor
Steven ThompsonChief Operating Officer, Family Wealth Advisor
Wade HoffmanFounder, Chief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 6 employees
- 3 in advisory functions
- 3 state-registered reps
- 2 broker-dealer reps
- 1 insurance agent
- Owns 75% or more of Avantra Family Wealth, Inc.
Kim Kenawell
Control person · since July 2017
- Owns 5% to 10% of Avantra Family Wealth, Inc.
Wade Hoffman
Control person · since July 2017
Avantra Family Wealth’s regulatory assets grew 1.7× from $132M (March 2021) to $222M (June 2026); clients rose from 212 to 223 and employees were 6 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $222M | 223 | 6 | 1 |
| February 2025 | $194M | 270 | 6 | 1 |
| July 2024 | $158M | 229 | 6 | 1 |
| April 2023 | $138M | 182 | 6 | 1 |
| May 2022 | $158M | 200 | 6 | 1 |
| March 2021 | $132M | 212 | 6 | 1 |
Besides its headquarters, Avantra Family Wealth has 0 offices, with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- 100 Sterling Parkway, Suite 107, MechanicsburgHQ
Contact and registration details
- Legal name
- Avantra Family Wealth, Inc.
- Headquarters
- 100 Sterling Parkway, Suite 107, Mechanicsburg, PA 17050
- Website
- avantrafamilywealth.com
- Phone
- 717-276-1501
- @11221057
- SEC file
- 801-113234
- Founded
- 2017
- Structure
- Pennsylvania corporation
- Fiscal year end
- December
Avantra Family Wealth uses Charles Schwab ($216M) as custodian for its separately managed accounts. Avantra Family Wealth has custody of $148M in client assets for 93 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $216M100%
At year end, Avantra Family Wealth’s separately managed accounts were mostly in stocks (50%) and funds (45%). Its reported 13F holdings for the quarter ended 30 June 2026 total $157M across 165 positions; the largest are Apple Inc. (5.7%), Nvidia Corporation (4.2%) and Amazon Com Inc. (3.0%).
What the accounts hold
- Stocks50%
- Funds45%
- Registered funds40%
- Pooled vehicles5%
- Bonds2%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- Cash3%
Reported 13F holdings
- $157M
- Reported 13F value
- 165
- Positions
- 28.7%
- In the 10 largest
- +16.6%
- Value vs. prior quarter
- Apple Inc.5.7%
- Nvidia Corporation4.2%
- Amazon Com Inc.3.0%
- First TR Exchng Traded FD VI · FT Vest U.s EQT2.9%
- Microsoft Corp.2.8%
- First TR Exchng Traded FD VI · FT Vest US EQT2.6%
- Alphabet Inc. · Cap Stk CL A1.9%
- Broadcom Inc.1.9%
- Citigroup Inc.1.9%
- Micron Technology Inc.1.8%
Together, the ten largest are 28.7% of reported value.
How many clients does Avantra Family Wealth have?
Avantra Family Wealth has 223 clients and manages $222 million for them, as of June 2026. They include 158 individual clients and 65 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 June 2026
What services does Avantra Family Wealth offer?
Avantra Family Wealth provides financial planning, portfolio management for individuals and small businesses, selecting other managers, divorce planning, education planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Avantra Family Wealth charge?
Avantra Family Wealth charges 0.15%–1.50% a year for its Investment Management Services. The fee is billed in advance and is negotiable.
Source: AVANTRA DISCLOSURE BROCHURE AND SUPPLEMENTS, filed 17 June 2026
Which custodians does Avantra Family Wealth use?
Avantra Family Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $216M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 June 2026
How many financial advisors does Avantra Family Wealth have?
Avantra Family Wealth has 3 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Avantra Family Wealth invest in?
At the end of its last fiscal year, Avantra Family Wealth’s separately managed accounts held 50% exchange-traded equities, 40% registered funds (mutual funds, ETFs, BDCs), 5% pooled vehicles (private funds and similar), 3% cash and equivalents, 1% U.S. government and agency bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Avantra Family Wealth?
Avantra Family Wealth’s direct owners are Kim Kenawell (75% or more) and Wade Hoffman (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 17 June 2026
How does Avantra Family Wealth get paid?
Avantra Family Wealth is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Avantra Family Wealth registered with the SEC?
Yes, Avantra Family Wealth has been registered with the SEC as an investment adviser since 17 May 2018. Its CRD number is 288209 and its SEC file number is 801-113234.
Source: Form ADV Part 1A, Item 1, filed 17 June 2026; IAPD firm record
How do I contact Avantra Family Wealth?
Avantra Family Wealth’s main office is at 100 Sterling Parkway, Suite 107, Mechanicsburg, PA 17050. Its phone number is 717-276-1501. Its website is avantrafamilywealth.com.