Avidity Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$13,041,123
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
58
5% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
58
Very HighAverage account size
$224,847
About
Avidity Capital is a solo independent registered investment adviser that serves primarily individual clients and manages about $13.6 million across roughly 58 accounts. The firm provides discretionary portfolio management alongside comprehensive financial planning and a subscription-based planning offering called the Avidity Journey.
The firm documents client objectives and risk tolerance in individualized Investment Policy Statements and uses a mix of cyclical, fundamental, modern portfolio theory, and quantitative analysis to guide long- and short-term trading and asset allocation. For more complex engagements it coordinates with outside professionals—attorneys, CPAs, trustees and insurance agents—and delivers multi-party reviews such as Family Summits to align plans across advisors and generations.
Distinctive features include its subscription planning model with tiered advisor access and the firm’s use of workshops and educational seminars to deliver general planning information to attendees—services less commonly offered by solo independent advisers. The brochure also notes support for clients facing business-related transitions (for example, the sale of a company or agricultural land) and a stated custodian requirement to use LPL Financial for account execution.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
Debt management
Cash flow / budgeting
Fee options
One-Time Financial Plan: $6,000; Ongoing Financial Planning upfront fee: $4,000 plus $1,200 monthly retainer; Ongoing Financial Planning and Family Summits upfront fee: $4,000 plus $2,000 monthly retainer
$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.25% $3,000,001+: 1.00%
Subscription fees for Avidity Journey range from $30 to $300 per month
Main office location
Avidity Capital
217 N Irwin St
Hanford CA 93230, United States
Number of offices
1
Most active in
Avidity Capital has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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