Avidity Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$13,041,123
Clients
58
Advisors
1
of 1 employees
About
Avidity Capital is a solo independent registered investment adviser that serves primarily individual clients and manages about $13.6 million across roughly 58 accounts. The firm provides discretionary portfolio management alongside comprehensive financial planning and a subscription-based planning offering called the Avidity Journey.
The firm documents client objectives and risk tolerance in individualized Investment Policy Statements and uses a mix of cyclical, fundamental, modern portfolio theory, and quantitative analysis to guide long- and short-term trading and asset allocation. For more complex engagements it coordinates with outside professionals—attorneys, CPAs, trustees and insurance agents—and delivers multi-party reviews such as Family Summits to align plans across advisors and generations.
Distinctive features include its subscription planning model with tiered advisor access and the firm’s use of workshops and educational seminars to deliver general planning information to attendees—services less commonly offered by solo independent advisers. The brochure also notes support for clients facing business-related transitions (for example, the sale of a company or agricultural land) and a stated custodian requirement to use LPL Financial for account execution.
Client services
Expertise
Fee options
One-Time Financial Plan: $6,000; Ongoing Financial Planning upfront fee: $4,000 plus $1,200 monthly retainer; Ongoing Financial Planning and Family Summits upfront fee: $4,000 plus $2,000 monthly retainer
$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.25% $3,000,001+: 1.00%
Subscription fees for Avidity Journey range from $30 to $300 per month
Main office
217 N Irwin St
Hanford CA 93230
Advisors at this office
1
Most active in
California
Also doing business as
Avidity Capital · Avidity Capital Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")