AVOCET CAPITAL MANAGEMENT LLC

1363 Shermer Road
Suite 200
Northbrook, Illinois 60062
Tel: 312-925-0152

About AVOCET CAPITAL MANAGEMENT LLC

AVOCET CAPITAL MANAGEMENT LLC, formally registered with the SEC as AVOCET CAPITAL MANAGEMENT LLC. The firm was established in 05/02/2022. They have over 1 offices throughout the country.

AVOCET CAPITAL MANAGEMENT LLC is a Northbrook, Illinois based Financial Planning firm with nearly $130,871,142 assets under management, offering retirement planning & investment advisory services to 151 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	156261
SEC#	801-124866
Assets Managed by Firm	$130,871,142
No. of Clients	151
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (CONSOLIDATED BALANCE SHEET REPORTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	151	$130,871,142
High net worth individuals	46	$130,871,142

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