Avos Capital Management, LLC logo

Avos Capital Management, LLC

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Client assets under management

$167,385,863

Clients

48

92% high-net worth

Advisors

2

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

24

Low

Average account size

$3,487,205

About

Avos Capital Management provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, institutions, pension plans, trusts, estates, charitable organizations, and privately offered pooled vehicles. The firm manages separately managed accounts, operates a privately offered pooled vehicle called the Titus Fund, and serves as sub-advisor and fund sponsor to the Avos Global Equities ETF.

The firm emphasizes diversified strategic asset allocation implemented efficiently—often through exchange-traded funds—while also maintaining an actively traded tactical sleeve that can include long, short, or market-neutral positions. For its pooled products, Avos pursues commodity-focused strategies that use futures, options, commodity-related equities and other derivatives, and the Fund’s documentation and risk disclosures describe the potential use of leverage and borrowing in implementation.

Avos is registered as a Commodity Pool Operator and is a member of the National Futures Association, and it also acts as investment manager and investment adviser across both private and ETF structures—a combination that is uncommon among similarly supported firms. The firm manages under $300 million with a small advisory team and discloses that it may recommend its own pooled vehicles and ETF to separate-account clients, creating potential conflicts of interest that are described in its Brochure and governing documents.

Client services

Portfolio management

Expertise

Active portfolio management Private / alternative investments

Fee options

Percentage

Up to 0.9% annually (negotiable, maximum 0.9%)

Performance-based

20% incentive allocation on net new profits for qualified clients investing in the Titus Fund

Other

Account minimum: $100,000 Fee-only: Annual asset-based fee up to 0.9%, billed quarterly in arrears, negotiable

Main office location

Avos Capital Management, LLC

Seattle WA, United States

Number of offices

3

Most active in

California · Colorado · Connecticut · New York · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Peter J

Series 63, Series 65

Seattle, WA

Avos Capital Management, LLC

Peter Joers is a financial advisor at Avos Capital Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Silver Creek Capital Advisors and Greenline Partners, LLC. Avos Capital Management provides tailored investment advisory and supervisory asset management to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm combines diversified strategic asset allocation with an actively traded tactical sleeve and operates both private pooled funds and separately managed accounts, utilizing a range of investment strategies including derivatives and commodity-focused opportunities.

Active portfolio management Private / alternative investments
user avatar

Joshua B

Series 65

Boulder, CO

Avos Capital Management, LLC

Joshua Blanchfield is a financial advisor at Avos Capital Management, LLC in Boulder, CO, holding a Series 65 designation with four years of industry experience. His prior work includes a lengthy tenure at Bridgewater Associates from 2007 to 2018. Outside of his advisory role, he is the owner and consultant at West Ridge Partners, providing management consulting primarily to technology companies. Avos Capital Management offers tailored investment advisory and supervisory asset management services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm combines diversified strategic asset allocation with an actively traded tactical sleeve and operates a private pooled fund alongside separately managed accounts.

Active portfolio management Private / alternative investments
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