Constitution Capital Llc
- Regulatory AUM
- $241M
- Discretionary
- $241M
- Clients
- 180
- Avg AUM / client
- $1.3M
- Accounts
- 268
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Feb 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 126 | $21.4M | 8.88% |
| High net worth individuals | 54 | $217M | 90.0% |
| Charitable organizations | Fewer than 5 clients | $1.6M | 0.66% |
| Corporations and other businesses | Fewer than 5 clients | $1.1M | 0.47% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Refrigeration, A/C & Service Div. (Ua Nj) Pension Plan Refrigeration, A/C & Service Div. (Ua Nj) Pension Fund | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gregory John Bavedas | Managing Member / Senior Vice President, Managing Director, And Chief Compliance Officer | Sep 2020 (6y) | 50% – 75% | |
| Anthony John Bavedas | Managing Member / President And Senior Portfolio Manager | CFP | Oct 2020 (6y) | 50% – 75% |
| Sam Earl Keylock | Registered representative | May 2025 (1y) |
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 (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Refrigeration, A/C & Service Div. (Ua Nj) Pension Plan | Refrigeration, A/C & Service Div. (Ua Nj) Pension Fund | 1,868 | $410M | 03/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/06/2026 | 914 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Fidelity Brokerage Services $241M (100% of AUM) Feb 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: Feb 06, 2026.
View current Form ADV (SEC/IAPD) ↗