A complete list of active advisors currently associated with Avidity Capital

Warmer can help you find a great advisor at Avidity Capital or one who fits your needs even better.

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.

To learn more about the advisors currently working at Avidity Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Theron Morgan	Hanford, CA	8

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