Avisen Advisors, Llc
- Regulatory AUM
- $389M
- Discretionary
- $384M
- Clients
- 191
- Avg AUM / client
- $2.0M
- Accounts
- 438
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 100 | $47.8M | 12.3% |
| High net worth individuals | 91 | $325M | 83.5% |
| Pension and profit sharing plans | Fewer than 5 clients | $5.4M | 1.39% |
| Charitable organizations | Fewer than 5 clients | $8.3M | 2.13% |
| Corporations and other businesses | Fewer than 5 clients | $2.5M | 0.65% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alan Wayne Robello | Managing Member & Chief Compliance Officer | May 2001 (25y) | 50% – 75% | |
| Kenneth Elvin Brown | Managing Member | May 2001 (25y) | 50% – 75% | |
| Terry George Feil | Registered representative | Oct 2002 (24y) | ||
| David Loten Baskins | Registered representative | Apr 2006 (20y) | ||
| Martin Theodore Herman | Registered representative | May 2009 (17y) | ||
| Linda May Becker | Registered representative | May 2009 (17y) | ||
| Dusty Hoetger | Registered representative | CFP | Jul 2011 (15y) | |
| Michelle Joann Kessel Harbart | Registered representative | Jun 2019 (7y) | ||
| Jason T Feil | Registered representative | May 2023 (3y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 981 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Pershing $389M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗