AVIDIAN WEALTH SOLUTIONS
Latest filing: Mar 31, 2025 (92 days ago)
AUM
$3,994,927,750
28% change vs. 1 year ago
15% change vs. 3 years ago
130% change vs. 5 years ago
471% change vs. 10 years ago
Employee Count
51
4% change vs. 1 year ago
-2% change vs. 3 years ago
13% change vs. 5 years ago
155% change vs. 10 years ago
Main Office
HOUSTON, TX
800 TOWN & COUNTRY BLVD, HOUSTON, TX, UNITED STATES, 77024
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $3.8 |
| Non-Discretionary | $0.2 |
| Total | $4.0 |
| Client | AUM |
|---|---|
| Retail | $3.9 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $4.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 825 | $0.3 |
| Average Individual AUM | $365,294 | |
| HNW | 1,031 | $3.6 |
| Average HNW AUM | $3,534,965 | |
| Retail Total | 1,856 | $3.9 |
| Average Retail AUM | $2,126,033 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| FIDELITY DISTRIBUTORS COMPANY LLC | SMITHFIELD-RI-USA | $2.5 |
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.5 |
| INSPIRA FINANCIAL F/K/A MILLENNIUM TRUST COMPANY | SPRING OAK-IL-USA | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $4.0 |
| Retail SMA AUM | $3.9 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 13% | $0.5 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 3% | $0.1 |
| Municipal | 8% | $0.3 |
| Sovereign | 0% | $0.0 |
| IG Credit | 3% | $0.1 |
| HY Credit | 1% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 56% | $2.2 |
| Other Pools | 5% | $0.2 |
| Cash | 9% | $0.4 |
| Other | 2% | $0.1 |
| Total | 100% | $4.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| STA REAL ESTATE COMPANY, LLC | $0.0 | - | |
| AVIDIAN INSURANCE AGENCY | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
13 active
| Name | Title |
|---|---|
| PATTERSON, JAMES, LUKE | MEMBER OWNER /CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER, MEMBER OWNER, CHIEF EXECUTIVE OFFICER |
| EDICK, HOPE, MARIE | CHIEF COMPLIANCE OFFICER |
| YARBER, MARY, KATHERINE | CHIEF ACCOUNTING OFFICER |
| ATKINSON, JAMES, ALLEN | MEMBER OWNER / CHIEF OPERATING OFFICER, MEMBER OWNER, CHIEF OPERATIONS OFFICER |
| SNOW, PRESTON, WILLIAM | MEMBER OWNER / EXECUTIVE VICE PRESIDENT |
| COVEY, BRADLEY, TRENT | MEMBER OWNER / EXECUTIVE VICE PRESIDENT |
| SMITH, MICHAEL, ANTHONY | MEMBER OWNER |
| STONE, WILLIAM, MORGAN | MEMBER OWNER, SENIOR WEALTH ADVISOR |
| LITTS, GREGORY, JOSEPH | MEMBER |
ADVDB.CO • SOURCE: SEC
Representatives
36 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| GAN LI | HOUSTON | TX | S65|2022-02-26 | ||||||
| JEFF MANWARING | HOUSTON | TX | S65|2008-07-17 | CERTIFIED FINANCIAL PLANNER | |||||
| JAMES HODGES | HOUSTON | TX | S63|1996-11-14|S66|2001-08-14 | ||||||
| MATTHEW LANKFORD | HOUSTON | TX | S63|2010-12-20|S65|2002-12-18 | ||||||
| TAYLOR SNIDER | HOUSTON | TX | S65|2022-01-18 | ||||||
| MICHAEL SMITH | HOUSTON | TX | S63|2000-04-14|S65|2002-01-04 | ||||||
| DAVID THAILING | HOUSTON | TX | S63|2002-09-13|S65|2013-07-29 | ||||||
| CHRISTOPHER ROBERTS | HOUSTON | TX | S65|2018-04-19 | ||||||
| ROBERT PALMER | HOUSTON | TX | S66|2018-10-16 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL CONSULTANT | |||||
| CARTER BLACKBURN | HOUSTON | TX | S66|2017-03-24|S65|2017-09-08 | ||||||
| MICHAEL ZDENEK | HOUSTON | TX | S63|2013-11-06|S66|2015-10-12 | ||||||
| NAN LU | HOUSTON | TX | S65|2017-09-15 | ||||||
| KEVIN LENOX | HOUSTON | TX | S63|1993-05-12|S65|2002-01-07 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL ANALYST | |||||
| ROBERT BOSWELL | HOUSTON | TX | S66|2018-08-28 | ||||||
| GREGORY LITTS | HOUSTON | TX | S63|1993-05-21|S65|1993-06-08 | ||||||
| NICOLAS KNAPIK | HOUSTON | TX | S63|1997-09-05|S65|1998-09-11 | ||||||
| JAMES PATTERSON | HOUSTON | TX | S63|1996-07-12|S65|2009-12-23 | ||||||
| KARL KRUEGER | HOUSTON | TX | S66|1999-03-08 | ||||||
| SHAHEEN LADHANI | HOUSTON | TX | S66|2011-07-07 | ||||||
| BRADLEY COVEY | HOUSTON | TX | S66|1998-01-22 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $4.0 | $0.0 | 0% | 51 | 0 | 0% |
| 2025-04-21 | $4.0 | $0.0 | 0% | 51 | 0 | 0% |
| 2024-04-02 | $3.1 | $0.9 | 28% | 49 | 2 | 4% |
| 2023-04-04 | $3.7 | $0.3 | 9% | 66 | -15 | -23% |
| 2022-04-01 | $3.5 | $0.5 | 15% | 52 | -1 | -2% |
| 2021-04-05 | $2.6 | $1.4 | 53% | 49 | 2 | 4% |
| 2020-04-01 | $1.7 | $2.3 | 130% | 45 | 6 | 13% |
| 2019-04-01 | $1.3 | $2.7 | 210% | 35 | 16 | 46% |
| 2018-04-02 | $0.9 | $3.1 | 329% | 28 | 23 | 82% |
| 2017-04-01 | $0.7 | $3.2 | 436% | 24 | 27 | 112% |
| 2016-04-01 | $0.7 | $3.3 | 451% | 23 | 28 | 122% |
| 2015-04-01 | $0.7 | $3.3 | 471% | 20 | 31 | 155% |
| 2014-04-01 | $0.6 | $3.4 | 600% | 16 | 35 | 219% |
| 2013-04-01 | $0.5 | $3.5 | 702% | 10 | 41 | 410% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| TX, AZ-03/31/2023, CA-03/30/2020, CO-09/13/2019, FL-04/01/2018, GA-03/31/2023, IL-07/24/2024, IN-03/26/2024, LA-06/30/2011, MA-03/31/2023, MD-03/31/2023, MO-03/19/2021, NC-03/31/2023, NH-03/26/2024, NY-03/30/2020, OH-02/19/2025, OK-04/01/2018, SC-03/31/2023, TN-03/31/2023, TX-05/24/2005, VA-03/19/2021, WA-03/31/2023 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PENSION CONSULTING MANAGER SELECTION NEWSLETTERS EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV