Avantia Investment Services, Llc
- Regulatory AUM
- $119M
- Discretionary
- $119M
- Clients
- 30
- Avg AUM / client
- $4.0M
- Accounts
- 198
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 13 | $6.1M | 5.14% |
| High net worth individuals | 16 | $112M | 93.8% |
| Charitable organizations | 1 | $1.2M | 1.02% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| General Datatech, Lp 401(k) Plan General Datatech, Lp | 2024 | |
| Margiotti & Kroll Pediatrics, P.C. 401(k) Profit Sharing Plan Margiotti & Kroll Pediatrics, P.C. | 2024 | |
| Arkansas Colleges Of Health Education 401(k) Plan Arkansas Colleges Of Health Education Dba Ache | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Trevor John Cobb | Principal And Chief Compliance Officer | Mar 2016 (10y) | 75% or more | |
| Keaton Christopher Layman | Registered representative | Jul 2021 (5y) | ||
| Lincoln Lewis Granberg | Registered representative | Jul 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| General Datatech, Lp 401(k) Plan | General Datatech, Lp | 489 | $47.5M | 01/01/2024 |
| Margiotti & Kroll Pediatrics, P.C. 401(k) Profit Sharing Plan | Margiotti & Kroll Pediatrics, P.C. | 80 | $8.1M | 01/01/2024 |
| Arkansas Colleges Of Health Education 401(k) Plan | Arkansas Colleges Of Health Education Dba Ache | 162 | $14.4M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/03/2026 | 980 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
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $119M (100% of AUM) Apr 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: Apr 03, 2026.
View current Form ADV (SEC/IAPD) ↗