Avidity Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$13,041,123
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
58
5% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
58
HighAverage account size
$224,847
About
Avidity Capital provides portfolio management and financial planning services primarily to individual clients and also accepts corporate or business clients, including those undergoing business transitions such as the sale of a company or agricultural land. Offerings include ongoing discretionary portfolio management, one-time and ongoing comprehensive financial plans, a subscription-based planning option, and periodic workshops or educational seminars for general audiences.
The firm’s investment process is built around written Investment Policy Statements and combines cyclical and fundamental analysis, modern portfolio theory, and quantitative methods to support both long- and short-term trading strategies. For planning engagements it uses financial planning software and coordinates with outside specialists (attorneys, CPAs, trustees, and other advisors) to execute plans and, when appropriate, conducts family summits and regular advisor meetings.
What distinguishes Avidity Capital from many peers is its subscription-based planning product with flexible meeting frequency and weekly actionable communications, its explicit focus on business-transition planning for corporate or agricultural clients, and its offering of public workshops. The firm also requires clients to use a specific custodian for execution and discloses that its representatives, in outside capacities, may receive compensation for product sales—conflicts the firm documents and discloses to clients.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
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
Main office location
Avidity Capital
217 N Irwin St
Hanford CA 93230, United States
Number of offices
1
Most active in
Avidity Capital has reported serving >5 clients in these states in the last 12 months.
California
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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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