Avos Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, and portfolio management for institutions. The firm advises 1 private fund.
Avos Capital Management reports 51 clients. They include 44 high-net-worth individuals, 4 individual clients and 2 pooled investment vehicles. Of its assets, 100.0% ($298M across 55 accounts) are managed with discretion. Of its clients, 4% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 8% | <1% |
| High-net-worth individuals | 86% | 56% |
| Investment companies | 2% | 0% |
| Pooled investment vehicles | 4% | 8% |
| Corporations and other businesses | Fewer than 5 | 36% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 4 | $319K | 0.1% | $79.7K |
| High-net-worth individuals | 44 | $167M | 56.1% | $3.8M |
| Investment companies | 1 | $0 | 0.0% | $0 |
| Pooled investment vehicles | 2 | $23.6M | 7.9% | $11.8M |
| Corporations and other businesses | Fewer than 5 | $107M | 35.9% | — |
| Total | 51 | $298M | 100% | — |
- Clients
- 4
- Regulatory AUM
- $319K
- AUM share
- 0.1%
- Avg. per client
- $79.7K
- Clients
- 44
- Regulatory AUM
- $167M
- AUM share
- 56.1%
- Avg. per client
- $3.8M
- Clients
- 1
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- $0
- Clients
- 2
- Regulatory AUM
- $23.6M
- AUM share
- 7.9%
- Avg. per client
- $11.8M
- Clients
- Fewer than 5
- Regulatory AUM
- $107M
- AUM share
- 35.9%
- Avg. per client
- —
Total
- Clients
- 51
- Regulatory AUM
- $298M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 4%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
Avos Capital Management charges up to 0.90% a year for its Separate Accounts Advisory Fee. The fee is billed in arrears and is negotiable.
Fee details and sources
Joshua Blanchfield owns 25% to 50% of Avos Capital Management. It has 7 employees, 3 of them in advisory roles.
Leadership
- Joshua BlanchfieldCEO / CIO / Managing Member
- Martin HutterMember
- Peter JoersManaging Member
- Gregory PadgettCCO / General Counsel / COO
- Michael PolanskyMember
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- Joshua David Blanchfield
- Peter Dierks Joers III
Staff
- 7 employees
- 3 in advisory functions
- 2 state-registered reps
- Owns 25% to 50% of Avos Capital Management, LLC
Joshua Blanchfield
Control person · since January 2021
- Owns 10% to 25% of Avos Capital Management, LLC
Peter Joers
Control person · since January 2021
- Owns 10% to 25% of Avos Capital Management, LLC
Michael Polansky
since January 2021
- Owns 10% to 25% of Avos Capital Management, LLC
Martin Hutter
since August 2024
Avos Capital Management’s regulatory assets grew Infinity× from $0 (June 2021) to $298M (August 2026); employees rose from 3 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $298M | 51 | 7 | 3 |
| June 2025 | $253M | 50 | 3 | 3 |
| March 2024 | $246M | 40 | 3 | 3 |
| January 2023 | $211M | 27 | 3 | 2 |
| April 2022 | $218M | 23 | 3 | 2 |
| June 2021 | $0 | 0 | 3 | 2 |
Besides its headquarters, Avos Capital Management has 2 offices (2 private residences, listed without an address), with 1 listed address in Connecticut.
Connecticut · 1 listed address
- 19 Old Kings Highway South, Suite 200, DarienHQ
Contact and registration details
- Legal name
- Avos Capital Management, LLC
- Headquarters
- 19 Old Kings Highway South, Suite 200, Darien, CT 06820
- Website
- avos.co
- Phone
- 720-864-4348
- SEC file
- 801-121167
- Structure
- Delaware LLC
- Fiscal year end
- December
Avos Capital Management uses Charles Schwab ($156M, 57%) and Interactive Brokers ($119M, 43%) as custodians for its separately managed accounts. Avos Capital Management has custody of $22.7M in client assets for 1 client.
- Interactive BrokersInteractive Brokers LLC · Greenwich, CT · $119M43%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $156M57%
At year end, Avos Capital Management’s separately managed accounts were mostly in funds (81%) and cash (13%). Its reported 13F holdings for the quarter ended 30 June 2026 total $241M across 22 positions; the largest are EA Series Trust (33.0%), iShares TR (32.1%) and Pimco ETF TR (6.7%).
What the accounts hold
- Stocks6%
- Funds81%
- Cash13%
Reported 13F holdings
- $241M
- Reported 13F value
- 22
- Positions
- 93.9%
- In the 10 largest
- −4.9%
- Value vs. prior quarter
- EA Series Trust · Avos Glo Equ ETF33.0%
- iShares TR · 0-3 Mth Treasury32.1%
- Pimco ETF TR · 15+ YR US Tips6.7%
- Invesco DB Commdy Indx Trck · Unit4.9%
- SPDR Series Trust · Sst SPDR Bloombe3.5%
- Flexshares TR · Mornstar Upstr3.0%
- Vaneck ETF Trust · JP Mrgan EM Loc2.8%
- World Gold TR · SPDR Gld Minis2.7%
- SPDR Series Trust · ST Lon Treas ETF2.6%
- iShares TR · 20 YR TR BD ETF2.6%
Together, the ten largest are 93.9% of reported value.
How many clients does Avos Capital Management have?
Avos Capital Management has 51 clients and manages $298 million for them, as of August 2026. They include 44 high-net-worth individuals, 4 individual clients and 2 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 August 2026
What services does Avos Capital Management offer?
Avos Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Avos Capital Management charge?
Avos Capital Management charges up to 0.90% a year for its Separate Accounts Advisory Fee. The fee is billed in arrears and is negotiable.
Source: AVOS CAPITAL MANAGEMENT ADV PART 2A, filed 26 August 2026
Which custodians does Avos Capital Management use?
Avos Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $156M and Interactive Brokers LLC (Greenwich, CT), with $119M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 August 2026
How many financial advisors does Avos Capital Management have?
Avos Capital Management has 2 investment adviser representatives registered with state securities authorities, out of 7 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Avos Capital Management invest in?
At the end of its last fiscal year, Avos Capital Management’s separately managed accounts held 81% registered funds (mutual funds, ETFs, BDCs), 13% cash and equivalents and 6% exchange-traded equities. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Avos Capital Management?
Avos Capital Management’s direct owners are Joshua Blanchfield, Peter Joers, Michael Polansky and Martin Hutter, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 26 August 2026
How does Avos Capital Management get paid?
Avos Capital Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Avos Capital Management registered with the SEC?
Yes, Avos Capital Management has been registered with the SEC as an investment adviser since 7 May 2021. Its CRD number is 313979 and its SEC file number is 801-121167.
Source: Form ADV Part 1A, Item 1, filed 26 August 2026; IAPD firm record
How do I contact Avos Capital Management?
Avos Capital Management’s main office is at 19 Old Kings Highway South, Suite 200, Darien, CT 06820. Its phone number is 720-864-4348. Its website is avos.co.