Investment Adviser

Avory & Co. - Investment Advisers

Legal name: Avory & Company, LLC.

Investment Adviser headquartered in Miami, Florida · Invest

About Avory & Co.

The firm's legal name is Avory & Company, LLC, and it is an investment adviser headquartered in Miami, Florida. It reports about $353.17 million in regulatory assets under management and has three employees. It is one of the investment advisers in Florida and is also included in the Directory of US Investment Advisers. The firm describes its approach as focused on a small number of companies that hold a competitive edge and offer potential for long-term returns. It looks for businesses working to address practical problems or to reshape their own industries, and it considers factors such as the size of the addressable market, gains in market share, and improving margins. It also says it seeks a margin of safety, meaning it buys only when an investment's price sits well below its estimated value after detailed analysis. According to the firm's own description, its process is systematic and repeatable, and its research relies on data. It emphasizes quality over short-term price swings and says it favors companies led by capable management teams.

Key Facts

Assets Under Management
$353.17M
Employees
3
SEC File Number
801-114763

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