Avity Investment Management INC.
Greenwich, CT·SEC-registered · CRD #104623
Avity Investment Management INC. is an SEC-registered investment advisory firm in Greenwich, CT managing $2.0B across 826 client accounts, with 3 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.0B
Client accounts
826
Advisory staff
3
Fee model
Fee-only
How Avity Investment Management INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Avity Investment Management INC.
How much does Avity Investment Management INC. manage?
Per its most recent SEC Form ADV filing (06/25/2026), Avity Investment Management INC. reports $2.0B in regulatory assets under management across roughly 826 client accounts.
How does Avity Investment Management INC. charge?
Avity Investment Management INC. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Avity Investment Management INC. a fiduciary?
Yes. Avity Investment Management INC. is registered with the U.S. Securities and Exchange Commission (CRD #104623), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Avity Investment Management INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Avity Investment Management INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Greenwich, CT
Profile compiled from Avity Investment Management INC.'s public SEC Form ADV filing (CRD #104623, filed 06/25/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Avity Investment Management INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Avity Investment Management INC.? Claim this profile.