firm profile
Avior Wealth Management, LLC
Overview
Avior Wealth Management, LLC is an SEC registered investment adviser based in Omaha, NE, registered since 2008. It reports $6.5B in assets under management across 4,894 accounts, with 170 employees. It has 70 investment adviser representatives.
- Reported AUM
- $6.5B
- Discretionary
- 93%
- Accounts
- 4,894
- Average account
- $1.3M
- Employees
- 170
- Advisory reps
- 70
- Registered since
- 2008
- Jurisdictions
- 42
As reported in the firm's April 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets
Executive officers 3 of 5
- Britt Edward Campbell Chief Executive Officer CRD 3166468
- Scott Timothy Cavey President of Wealth CRD 4287897
- Brandon Matthew Kanoy Chief Financial Officer CRD 6867034
2 more executive officers, with direct contact details
Advisory reps 3 of 70
- Daniel Evan Baker Investment Adviser Rep CRD 7525005
- Nicholas Biever Investment Adviser Rep CRD 7292079
- Cheryl C Blakey Insurance Agent · Investment Adviser Rep CRD 6058053
67 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 14301 First National Bank Pkwy Ste 410
Omaha, NE 68154 - County
- Douglas
- Metro area
- Omaha-Council Bluffs, NE-IA
- Region
- Midwest
Registrations
- SEC registered
- Registered in 42 jurisdictions
- Website: scfincialservices.com
Every state, with registration dates
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