Tred Avon Family Wealth, LLC

Tred Avon Family Wealth provides investment management, financial planning, ERISA plan advisory and consulting, and selection of independent managers for individuals, high‑net‑worth families, trusts and institutional clients. The firm reports managing approximately $431.9 million across roughly 347 accounts and typically imposes a $5 million minimum for investment management relationships, with flexibility to accept smaller accounts in certain circumstances.

The firm predominantly operates on a non‑discretionary basis—clients generally approve trades—while also accepting discretionary authority for selected accounts (the ADV reports about $123.7 million of discretionary assets and the remainder as non‑discretionary). Investment decisions blend diversification and strategic asset allocation with tactical shifts, using a mix of fundamental and technical analysis (including relative‑strength and 200‑day trend signals), options, alternative investments, and third‑party managers.

What distinguishes the firm from most peers is its scale relative to staff: two advisors oversee roughly $432 million, placing its AUM per advisor in a small minority among supported firms, and a large portion of that capital is managed through non‑discretionary relationships, which is uncommon for similar firms. The firm also relies on a service platform relationship for reporting, compliance, and technology support while maintaining custody procedures, standing letters of authorization, and ongoing monitoring of independent managers.