AVOCET CAPITAL MANAGEMENT LLC
SEC RegisteredObjective, Disciplined, Conservative.
About the firm
Avocet Capital, an independent advisor, is a multi-family investment office anchored by families with established wealth and supporting those with emerging wealth. Based upon the practical experience of sophisticated investors, Avocet Capital manages money with a pragmatic approach.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Independent, discretionary investment management with a fiduciary responsibility to put clients' interests first, minimizing conflicts and constraints; focuses on wealth preservation, risk diversification, and managing fees and trading costs.
Who they serve
Families with established wealth and those with emerging wealth; affluent investors.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 3 | $1.5M |
| High Net Worth Individuals | 37 | $156M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.25% |
| Next $4,000,000 | 1.00% |
| Next $5,000,000 | 0.75% |
| All AUM in excess of $10,000,000 | 0.50% |
Data as of March 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. AVOCET CAPITAL MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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