Aventus Investment Advisors provides financial planning, portfolio management for individuals and small businesses, and educational seminars. Financial planning was provided to 101–250 clients last fiscal year.
Aventus Investment Advisors reports 145 clients. They include 89 individual clients and 56 high-net-worth individuals. Of its assets, 100.0% ($136M across 406 accounts) are managed with discretion. It advised 145 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 61% | 23% |
| High-net-worth individuals | 39% | 77% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 89 | $31.1M | 22.8% | $350K |
| High-net-worth individuals | 56 | $105M | 77.2% | $1.88M |
| Total | 145 | $136M | 100% | $941K |
- Clients
- 89
- Regulatory AUM
- $31.1M
- AUM share
- 22.8%
- Avg. per client
- $350K
- Clients
- 56
- Regulatory AUM
- $105M
- AUM share
- 77.2%
- Avg. per client
- $1.88M
Total
- Clients
- 145
- Regulatory AUM
- $136M
- AUM share
- 100%
- Avg. per client
- $941K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 145
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Aventus Investment Advisors charges 0.70%–1.25% a year for its Portfolio Management. The fee is billed in advance or in arrears and is negotiable. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Alternative Investment Evaluation
- Typically $300 an hour, waived if clients pay for other financial planning or portfolio management services.
- Financial Planning
- Negotiable fixed fee generally between $1,000 and $20,000, depending on complexity and scope, due on completion.
- General Consulting
- Separately billed, normally a fixed fee generally ranging from $1,000 to $50,000 depending on project complexity.
Jeffrey Hare owns 75% or more of Aventus Investment Advisors. The leadership team of Aventus Investment Advisors includes President Jeffrey Hare. It has 3 employees, 2 of them in advisory roles.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 75% or more of Aventus Investment Advisors, Inc.
Jeffrey Hare
Control person · since March 2010
Aventus Investment Advisors’ regulatory assets went from $130M (May 2025) to $136M (March 2026); clients were 145 in both filings and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $136M | 145 | 3 | 3 |
| May 2025May 2025 | $130M | 150 | 3 | 3 |
Besides its headquarters, Aventus Investment Advisors has 2 offices (1 private residence, listed without an address), with 2 listed addresses across 2 states.
Florida · 1 listed address
- 780 5th Avenue South, Suite 200, NaplesHQ
North Carolina · 1 listed address
- 19810 W Catawba Avenue, Cornelius
Contact and registration details
- Legal name
- Aventus Investment Advisors, Inc.
- Headquarters
- 780 5th Avenue South, Suite 200, Naples, FL 34102
- Website
- aventusadvisors.com
- Phone
- 239-673-0020
- @aventus-investment-advisors
- SEC file
- 801-131660
- Structure
- Florida corporation
- Fiscal year end
- December
Aventus Investment Advisors’ named custodian for separately managed accounts is Charles Schwab ($136M). Aventus Investment Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $136M100%
At year end, Aventus Investment Advisors’ separately managed accounts were mostly in stocks (88%). Its reported 13F holdings for the quarter ended 30 June 2026 total $136M across 157 positions; the largest are iShares MSCI USA Quality Factor ETF (20.6%), iShares MSCI Eafe Growth ETF (8.8%) and Invesco S&P 500 Equal Weight Technology ETF (8.6%).
What the accounts hold
- Stocks88%
- Bonds6%
- U.S. government and agency bonds5%
- Investment grade corporate bonds1%
- Cash4%
- Other2%
- Investments in non public funds2%
How many clients does Aventus Investment Advisors have?
Aventus Investment Advisors has 145 clients and manages $136 million for them, as of March 2026. They include 89 individual clients and 56 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 March 2026
What services does Aventus Investment Advisors offer?
Aventus Investment Advisors provides financial planning, portfolio management for individuals and small businesses, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Aventus Investment Advisors charge?
Aventus Investment Advisors charges 0.70%–1.25% a year for its Portfolio Management. The fee is billed in advance or in arrears and is negotiable.
Source: AVENTUS INVESTMENT ADVISORS, INC., filed 20 March 2026
Which custodians does Aventus Investment Advisors use?
Aventus Investment Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $136M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 March 2026
How many financial advisors does Aventus Investment Advisors have?
Aventus Investment Advisors has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Aventus Investment Advisors invest in?
At the end of its last fiscal year, Aventus Investment Advisors’ separately managed accounts held 88% exchange-traded equities, 5% U.S. government and agency bonds, 4% cash and equivalents, 2% other and 1% investment grade corporate bonds. The 2% other category is described as: Investments in Non Public Funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Aventus Investment Advisors?
Aventus Investment Advisors’ direct owner is Jeffrey Hare (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 20 March 2026
How does Aventus Investment Advisors get paid?
Aventus Investment Advisors is paid through a percentage of assets under management 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
How do I contact Aventus Investment Advisors?
Aventus Investment Advisors’ main office is at 780 5th Avenue South, Suite 200, Naples, FL 34102. Its phone number is 239-673-0020. Its website is aventusadvisors.com.