Avos Capital Management, Llc
- Regulatory AUM
- $298M
- Discretionary
- $298M
- Clients
- 51
- Avg AUM / client
- $5.8M
- Accounts
- 55
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Jun 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 4 | $319K | 0.11% |
| High net worth individuals | 44 | $167M | 56.1% |
| Investment companies | 1 | — | — |
| Pooled investment vehicles (non-investment companies) | 2 | $23.6M | 7.93% |
| Corporations and other businesses | Fewer than 5 clients | $107M | 35.9% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $15.4M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Avos Titus Fund, Llc | Hedge Fund | Delaware | $15.4M | 19 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joshua David Blanchfield | Cio, Managing Member | Jan 2021 (6y) | 25% – 50% | |
| Peter Dierks Joers | Cco, Managing Member | Jan 2021 (6y) | 25% – 50% | |
| Polansky, Michael, Woods | Member | Jan 2021 (6y) | 25% – 50% | |
| Hutter, Martin, Nmn | Member | Aug 2024 (2y) | 10% – 25% |
Undisclosed: 0% – 15% 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.
Private funds (1, $15.4M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Avos Titus Fund, Llc | Hedge Fund | $15.4M | $100K | 19 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/26/2026 | 1.24 MB | 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
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $156M (52% of AUM) Jun 2026
- Interactive Brokers $119M (40% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jun 26, 2026.
View current Form ADV (SEC/IAPD) ↗