Avior Wealth Management, Llc
SEC-registered
Insurance-Affiliated · Mid-sized ($1B–$10B)
CRD 148674
· SEC file 801-69773
· Omaha, NE
· www.scfincialservices.com
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ADV data as of Apr 03, 2026
- Regulatory AUM
- $6.5B
- Discretionary
- $6.0B
- Clients
- 4,894
- Avg AUM / client
- $1.3M
- Accounts
- 4,894
- Employees
- 170
AUM over time
$57.4M
$6.5B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Apr 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,487 | $680M | 10.5% |
| High net worth individuals | 2,288 | $4.9B | 76.0% |
| Banking or thrift institutions | 3 | $63.6M | 0.98% |
| Pension and profit sharing plans | 71 | $407M | 6.29% |
| Charitable organizations | 11 | $38.5M | 0.6% |
| Corporations and other businesses | 34 | $363M | 5.61% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Calvert Systems Engineering, Inc 401(k) Plan Calvert Systems Engineering, Inc. | 2024 | |
| Adult And Pediatric Urology P.C. Retirement Plan Adult And Pediatric Urology P.C. | 2024 | |
| Radiology Partners, Inc. Partner Plan Radiology Partners, Inc. | 2024 | |
| Schwabplan Retirement Savings And Investment Plan The Charles Schwab Corporation | 2024 | |
| United Airlines Pilot Retirement Account Plan United Airlines, Inc. | 2024 |
People (74)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Britt Edward Campbell | Ceo | Apr 2011 (15y) | Less than 5% | |
| Scott Timothy Cavey | President Of Wealth | CFP | May 2020 (6y) | Less than 5% |
| Mehrens, Kelli, Marie | Coo | Sep 2023 (3y) | Less than 5% | |
| Kanoy, Brandon, Matthew | Cfo | Dec 2023 (3y) | Less than 5% | |
| Hamilton, Eric, Edward | Owner, Chief Compliance Officer, | Jun 2024 (2y) | Less than 5% | |
| Burton Lee Van Denburg | Registered representative | CFP | Jan 2009 (18y) | |
| Kent Eric Nelson | Registered representative | Jan 2009 (18y) | ||
| Rodney Wayne Goben | Registered representative | Mar 2012 (14y) | ||
| Andrea Patricia Mcmahon | Registered representative | CFA | Nov 2013 (13y) | |
| John Wayne Mcmannama | Registered representative | Oct 2015 (11y) | ||
| Stephen Rosman Patterson | Registered representative | Dec 2015 (11y) | ||
| Anthony L Cerone | Registered representative | CFP | Feb 2016 (10y) | |
| Stephen Laurence Esch | Registered representative | CFP | Jan 2017 (10y) | |
| Donald Wayne Stanley | Registered representative | Aug 2017 (9y) | ||
| Cynthia Jean Bohrer | Registered representative | Oct 2018 (8y) | ||
| Steven Richard Ryherd | Registered representative | Oct 2018 (8y) | ||
| William Evans Shafroth | Registered representative | CFP | Oct 2018 (8y) | |
| Ryan Scott Elkins | Registered representative | CFP | May 2019 (7y) | |
| Roger Scott Sawtelle | Registered representative | Chartered Financial Consultant | Jun 2019 (7y) | |
| Christopher Neil Trub | Registered representative | CFP | Jul 2019 (7y) | |
| Jessica Leigh Stanley | Registered representative | Aug 2019 (7y) | ||
| John Melville Eaton | Registered representative | CFP | Oct 2019 (7y) | |
| Joshua Samuel Heiden | Registered representative | CFP | Oct 2019 (7y) | |
| Nathan Andrew Hudson | Registered representative | CFP | Dec 2020 (6y) | |
| Jay Michael Eric Nelson | Registered representative | CFP | Jan 2021 (6y) | |
| Michael Dennis Pflueger,Jr. | Registered representative | Jun 2021 (5y) | ||
| Mark Edward Pogreba | Registered representative | CFP | Aug 2021 (5y) | |
| Nathanael Micah Hahm | Registered representative | CFP | Sep 2021 (5y) | |
| Klaus Gerhard Steinke | Registered representative | CFP | Nov 2021 (5y) | |
| Nicholas Biever | Registered representative | Jan 2022 (5y) | ||
| Alexander Todd Avestini | Registered representative | Jul 2022 (4y) | ||
| Sandra Koppen Loewen | Registered representative | CFP | Jul 2022 (4y) | |
| Ryan Daniel Mcquillan | Registered representative | Jul 2022 (4y) | ||
| Aaron Tomita | Registered representative | CFP | Sep 2022 (4y) | |
| David Paul Vaughan | Registered representative | Oct 2022 (4y) | ||
| Morris Lynn Monroe | Registered representative | Oct 2022 (4y) | ||
| Curtis Lee Smith | Registered representative | Oct 2022 (4y) | ||
| Alex Robert Stowe | Registered representative | CFP | Apr 2023 (3y) | |
| Lee Stanley Martin | Registered representative | CFP | Oct 2023 (3y) | |
| Mary Kathryn Campion | Registered representative | CFA | Jan 2024 (3y) | |
| Alaina Rae Pogreba | Registered representative | CFP | Feb 2024 (2y) | |
| Justin Michael Reineke | Registered representative | Mar 2024 (2y) | ||
| Robert Daniel Frusina | Registered representative | Mar 2024 (2y) | ||
| Jeremy Michael Palensky | Registered representative | May 2024 (2y) | ||
| Kevin Thomas Fix | Registered representative | Personal Financial Specialist | May 2024 (2y) | |
| Breanna Renee Beck | Registered representative | May 2024 (2y) | ||
| Clint Stephen Fish | Registered representative | Jul 2024 (2y) | ||
| Tristan Raymond Kelly | Registered representative | CFP | Jul 2024 (2y) | |
| David Burritt | Registered representative | Sep 2024 (2y) | ||
| Sali Shamoun | Registered representative | Oct 2024 (2y) | ||
| Kyle Stewart Spitzenberger | Registered representative | CFP | Nov 2024 (2y) | |
| Dylan Thomas Gaver | Registered representative | CFP | Jun 2025 (1y) | |
| Bruce Cameron Kuehl | Registered representative | CFP | Aug 2025 (1y) | |
| Madelyn Peters | Registered representative | Sep 2025 (1y) | ||
| Michael Paul Skolnick | Registered representative | Oct 2025 (1y) | ||
| Kent Douglas Kuhlmann | Registered representative | Nov 2025 (1y) | ||
| Cheryl C Blakey | Registered representative | Jan 2026 (1y) | ||
| Mark Jon Wyhlidko | Registered representative | Jan 2026 (1y) | ||
| Nathan Salimi | Registered representative | Jan 2026 (1y) | ||
| Michael Jude Clarke | Registered representative | Jan 2026 (1y) | ||
| Richard Lee Watson | Registered representative | CFP | Jan 2026 (1y) | |
| Timothy David Mollak | Registered representative | Jan 2026 (1y) | ||
| Michael Clark | Registered representative | Jan 2026 (1y) | ||
| Stephen Michael Holmes | Registered representative | Jan 2026 (1y) | ||
| Patrick Salimi | Registered representative | Feb 2026 (0y) | ||
| Daniel Evan Baker | Registered representative | Feb 2026 (0y) | ||
| Christopher Joseph Meyer | Registered representative | Feb 2026 (0y) | ||
| Stephanie Brianna Linkenheld | Registered representative | Feb 2026 (0y) | ||
| Michael John Welker | Registered representative | Feb 2026 (0y) | ||
| William David Richardson | Registered representative | Feb 2026 (0y) | ||
| Alek John Sokoloski | Registered representative | CFP | Apr 2026 (0y) | |
| John Joseph Heck | Registered representative | Apr 2026 (0y) | ||
| Michael David Burbank | Registered representative | May 2026 (0y) | ||
| Evan Harris Farr | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Avior Holdings, Llc | Owner | Jun 2024 | A | 50% – 75% |
| Cwc Argo Investor, Llc | Owner | Jun 2024 | A | 25% – 50% |
| Avior Aggregator, Llc | Owner | Jun 2024 | A | 10% – 25% |
| Cwc Fund, Lp | Limited Partner | Jun 2024 | B | ≈ 18.75% – 50% via Cwc Argo Investor, Llc |
| Cwc Fund Gp, Llc | General Partner | Jun 2024 | B | GP / trustee / elected manager of Cwc Fund, Lp (indirect) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Cwc Fund, Lp: 75% – 100% of Cwc Argo Investor, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
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 (5)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Calvert Systems Engineering, Inc 401(k) Plan | Calvert Systems Engineering, Inc. | 130 | $19.5M | 01/01/2024 |
| Adult And Pediatric Urology P.C. Retirement Plan | Adult And Pediatric Urology P.C. | 79 | $15.2M | 01/01/2024 |
| Radiology Partners, Inc. Partner Plan | Radiology Partners, Inc. | 1,428 | $1.0B | 01/01/2024 |
| Schwabplan Retirement Savings And Investment Plan | The Charles Schwab Corporation | 32,145 | $8.9B | 01/01/2024 |
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/03/2026 | 969 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
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $2.9B (44% of AUM) Apr 2026
- Fidelity Brokerage Services $1.2B (18% of AUM) Apr 2026
- UBS $239M (10% of AUM) Nov 2022
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) ↗