Avantia Investment Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$117,931,326
Clients
29
Advisors
2
of 3 employees
About
Avantia Investment Services provides comprehensive wealth management and financial consulting to individuals, high-net-worth clients, trusts, non-profit organizations, and business entities. The firm delivers discretionary portfolio management, selects and monitors third‑party money managers, and coordinates planning with clients’ legal, tax, and insurance advisors.
Avantia emphasizes a custom, discretionary approach that starts with a detailed financial review and ongoing quarterly monitoring; it implements client plans through direct management and by allocating assets to separately managed accounts (SMAs) run by recommended TPMMs. The firm regularly conducts due diligence on sub‑advisors and explicitly incorporates options and other derivative strategies—including put‑write overlay and options strategies offered by its TPMMs—within SMA implementations.
Distinctive features include its affiliation with Avantia MFO, Inc. and related family‑office entities, with those affiliated services made available to clients and coordinated alongside AIS’s advisory work. The combination of a small roster of client relationships with a manager‑of‑managers model and the explicit, documented use of derivatives in SMAs is less common among peers.
Client services
Expertise
Fee options
Annual fixed fees starting at $10,000, charged quarterly in arrears, negotiable
Advisory Persons may earn commissions from insurance products sold to clients, separate and in addition to advisory fees
Account minimum: $10M Minimum fee: Starting at a flat fee of $10,000 annually, charged quarterly in arrears, negotiable
Main office
400 University Street, 3rd Floor
Seattle WA 98101
Advisors at this office
2
Most active in
Washington
Also doing business as
Avantia · Avantia Investment Services, LLC · Omdurman, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Lincoln G
Series 65
Seattle, WA
Avantia Investment Services, LLC
Lincoln Granberg is a financial advisor at Avantia Investment Services, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Khagos, Fehu Mining, King’s College London, Fera at Claridges, and the University of Washington Tacoma. Outside of his advisory role, he is the founder of Fehu Mining, a cryptocurrency mining business. Avantia Investment Services provides wealth management and financial consulting to individuals, high-net-worth clients, trusts, non-profit organizations, and business entities. The firm uses a custom, discretionary approach with ongoing monitoring and incorporates options and derivative strategies within separately managed accounts, supported by its affiliation with related family-office entities.
Trevor C
Series 63, Series 65
Seattle, WA
Avantia Investment Services, LLC
Trevor Cobb is a financial advisor at Avantia Investment Services, LLC in Seattle, WA, holding Series 63 and Series 65 licenses with 16 years of industry experience. He previously worked at Goldman Sachs for five years before joining Avantia in 2020. Cobb serves on the Finance Committee for Americas Automotive Trust, a nonprofit organization, where he oversees financial matters. Avantia Investment Services provides tailored wealth management and financial consulting to individuals, trusts, nonprofit organizations, and private entities, typically serving clients at or above its stated account minimum. The firm combines discretionary portfolio management, third-party money manager selection, and coordination with clients’ legal, tax, and insurance advisors as part of comprehensive wealth plans.
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