Avidity Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$9,416,984
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
55
5% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
55
Average account size
$171,218
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Fee options
$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.25% $3,000,001+: 1.00%
Avidity Journey subscription fees range from $50 to $300 per month depending on meeting frequency
Fee-only: Comprehensive Financial Planning: One-Time Financial Plan $6,000; Ongoing Financial Planning $4,000 upfront plus $1,200/month; Ongoing Financial Planning and Family Summits $4,000 upfront plus $2,000/month
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Avidity Capital
Hanford CA, United States
Number of offices
1
Forms ADV
Quick links
LinkedIn
Facebook
Instagram
YouTube
Website
559-909-3061
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