Avantia

Overview

Avantia Investment Services, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission under CRD 307869.³ Avantia’s disclosure page also identifies the firm as a registered investment adviser with the State of Washington.⁴ The firm describes itself as an independent registered investment adviser and says its services support the whole family, including spouses and the next generation.¹

Avantia says its services include wealth management, family office services, tax, accounting, planning, bookkeeping, bill pay, and payroll.¹ The firm also says it works with leading custodians and asset managers.¹

History

Avantia’s stated founding date is May 4, 2020.⁵ Trevor Cobb’s biography says he worked at J.P. Morgan from 2008 to 2020 and advised executives, entrepreneurs, founders, and their families for more than a decade before founding Avantia.⁶

The firm says it built its platform around broad access to money managers, cybersecurity, institutional quality financial planning, portfolio accounting systems, and customizable reporting.⁵ Avantia reports that within six months it had grown its assets, people, and processes, and says its average client size ranked in the top 10 percent of U.S. registered investment advisers. This is a self reported claim.⁵

Avantia says its name derives from the late Latin word “avanti,” meaning “rather than” or “come in,” and reflects its aim to combine large firm capability with a boutique feel.⁷

Timeline

1. 2008Morgan from 2008 to 2020 and advised executives, entrepreneurs, founders, and their families for more than a decade before founding Avantia.
2. 2020Avantia’s stated founding date is May 4, 2020.

Leadership

Trevor Cobb is Managing Director, Partner, and Chief Executive Officer.⁵ Pat Riley, CPA, is Managing Director, Partner, and Head of Tax and Wealth Strategy.⁵ Yu Duan, CPA, is Executive Director and Family Office Services Manager.⁵ Shrutika Jasoria, CPA, is Senior Accountant in Family Office Services.⁵ Lincoln Granberg and AnneMarie McQuillan are Analysts and Wealth Management Professionals.⁵

Services

AIS offers custom tailored wealth management services that may include discretionary portfolio management, selection and monitoring of third party money managers, and financial consulting.³ The firm describes its role as a personal and family chief financial officer that coordinates financial activities with clients’ legal, accounting and tax, and insurance advisers.³

Portfolio management clients grant AIS discretionary authority to implement recommendations, engage or terminate third party money managers, and allocate assets among those managers within agreed ranges.³ AIS states that it monitors accounts continuously, rebalances and reallocates as appropriate, and formally reviews accounts generally at least annually.³

AIS also offers fixed fee services that generally start at $5,000. These services can include organizing and analyzing financial documents, liability management for up to two loans or lines of credit, and client portal access and maintenance.³

What the firm offers

• Investment management
• Tax planning
• Family governance and education
• Administration and bill pay
• Risk and insurance

Client focus

Avantia identifies corporate executives, business owners and entrepreneurs, and multi generational families as client groups.¹ The firm says it works with the whole family, including spouses and the next generation.¹

Investment philosophy and approach

The firm says its platform provides broad access to money managers, institutional quality financial planning, portfolio accounting systems, cybersecurity, and customizable reporting.⁵ AIS states that discretionary clients authorize it to allocate assets among selected managers within agreed ranges and to rebalance or reallocate accounts as appropriate.³

Assets and minimums

AIS lists a $1 million account minimum and says it may waive that minimum at its discretion.³ AIS charges negotiable fixed fees, asset based fees, or a combination, documented in a written Wealth Management Services Agreement.³

FAQs

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Sources

1. Avantia homepage , accessed October 23, 2026.
2. Avantia homepage , accessed October 23, 2026.
3. AIS Customer Relationship Summary , accessed October 23, 2026.
4. Avantia disclosures , accessed October 23, 2026.
5. The Firm , accessed October 23, 2026.
6. Trevor Cobb biography , accessed October 23, 2026.
7. Working at Avantia , accessed October 23, 2026.
8. AIS Customer Relationship Summary , accessed October 23, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.