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AVOS CAPITAL MANAGEMENT, LLC

DARIEN, CT · CRD 313979 · IAPD ↗ · avos.co · (720) 864-4348

$297.8MRegulatory AUM
3Advisory reps
7Employees
0Clients
n/aPlanning clients
1Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2026 — AVOS CAPITAL MANAGEMENT, LLC now reports custody of client assets ($22.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
50
April 2024 — AVOS CAPITAL MANAGEMENT, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — AVOS CAPITAL MANAGEMENT, LLC now reports 1 private fund(s) ($15.4M gross).
Firm reports private funds for the first time.
Fund administrationCompliance

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