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AVENTUS INVESTMENT ADVISORS, INC.

NAPLES, FL · CRD 153390 · IAPD ↗ · 239-673-0020

$136.5MRegulatory AUM
2Advisory reps
3Employees
145Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

40
June 2025 — AVENTUS INVESTMENT ADVISORS, INC. filed an Item 4A succession naming AVENTUS INVESTMENT ADVISORS, INC. (CRD 153390) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
45
June 2025 — AVENTUS INVESTMENT ADVISORS, INC. moved its main office from CORNELIUS, NC to NAPLES, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
95
January 2025 — AVENTUS INVESTMENT ADVISORS, INC. (CORNELIUS, NC) is newly SEC-registered with $118.5M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.