Aventus Investment Advisors, Inc.

Aventus Investment Advisors, Inc. (CRD# 153390) is a financial advisory firm headquartered in Cornelius, NC. They manage $113,768,812 in 382 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
19810 West Catawba Avenue, Suite G, Cornelius, NC 28031
https://www.linkedin.com/company/aventus-investment-advisors
By the Numbers
  • Total Assets Under Management
    114
    MILLION
  • Total Number of Accounts
    382
    ACCOUNTS
  • Average Account Value
    $297,824
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, NC, NH

Financial Advisors at Aventus Investment Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Jeffrey Hare, financial advisor Cornelius NC
Jeffrey P. Hare
CRD#: 2878639
19810 W Catawba Ave, Suite G, Cornelius, NC 28031

Jeffrey Hare (CRD# 2878639) is an Investment Advisor Representative working at Aventus Investment Advisors, Inc. in Cornelius, NC and has over 8 years of experience in the finance industry.

2
Jason List, financial advisor Cornelius NC
Jason E. List
CRD#: 5209188
19810 W Catawba Ave, Cornelius, NC 28031

Jason List (CRD# 5209188) is an Investment Advisor Representative working at Aventus Investment Advisors, Inc. in Cornelius, NC and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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