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AVENTINE FINANCIAL GROUP

DOYLESTOWN, PA · CRD 292390 · IAPD ↗ · aventinefg.com · (212) 269-2512

$153.1MRegulatory AUM
3Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2026 — AVENTINE FINANCIAL GROUP reported RAUM up 28% ($119.3M -> $153.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
December 2025 — AVENTINE FINANCIAL GROUP (DOYLESTOWN, PA) is newly SEC-registered with $119.3M 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.