Exeter, NH Office

Aventura Capital Management is an SEC‑registered advisory firm that provides discretionary and non‑discretionary portfolio management, financial planning, and consulting to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, and charitable and corporate entities. Like many team firms, it generally charges percentage‑of‑assets fees and manages portfolios across equities, fixed income, mutual funds, ETFs and options, and may introduce or refer clients to independent managers or funds.

The firm’s investment process combines fundamental analysis, asset allocation, and mutual fund/ETF vetting, and it employs a mix of long‑term, short‑term and trading strategies tailored to each client’s objectives, risk tolerance and time horizon. Services can be documented in written investment plans and provided as discretionary management, non‑discretionary advice, or through sub‑advisory arrangements for variable annuities and employer plans.

Aventura’s brochure discloses several features that are less common among similar team firms: it is affiliated with a broker‑dealer and an insurance agency (Aventura Securities, LLC and Aventura Insurance Services, LLC) and routinely directs client transactions through its affiliated broker‑dealer, with some supervised persons also registered to receive commissions, distribution (“trail”) fees and other sales‑related compensation. The firm is also affiliated with and actively involved in an affiliated private investment vehicle (FlexMark Strategic Partners Cap, LP); these relationships and the potential conflicts they create are addressed in the brochure through disclosures, an independent review process for sales‑related compensation, and a formal Code of Ethics.