San Antonio, TX Office
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Avior Wealth Management, LLC
Multi-team
Firm-wide stats for Avior Wealth Management, LLC
About
Avior Wealth Management serves a broad mix of individual and institutional clients — including high‑net‑worth individuals, pension and retirement plans, corporations, trusts, and banks or thrift institutions — with discretionary and non‑discretionary investment management, financial planning, pension consulting, and business consulting services. The firm also provides held‑away account management for retirement plan and annuity assets and offers both modular and comprehensive financial planning engagements.
The firm’s investment approach is primarily fundamental analysis, using both long‑term and short‑term positions and a mix of direct portfolio management and separately managed account (SMA) models that utilize third‑party sub‑advisers. Avior typically implements accounts through Charles Schwab or Fidelity custodians, may negotiate SMA arrangements and prime brokerage services, and uses a third‑party platform (Pontera) to review and rebalance held‑away plan and annuity accounts.
Compared with many peers, Avior maintains related operating businesses — including an affiliated tax and accounting firm and an insurance subsidiary — and discloses referral and compensation arrangements with those affiliates and with outside “promoters,” which can affect referral economics and service delivery. The firm also notes that some financial professionals are dually registered with a broker/dealer and that it serves banking or thrift institution clients, both of which are less common among enterprise advisers of this size.
Based on Avior Wealth Management, LLC
Location
9901 Ih 10 West, Suite 745, (Colonnade I Office Building)
San Antonio TX 78230
Advisors at this office
3
Advisors at this office
Ryan E
CFP®, Series 66
San Antonio, TX
Avior Wealth Management, LLC
Ryan Elkins is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Avior Wealth Management, LLC since 2021. His prior experience includes roles at Nelson, Van Denburg & Campbell Wealth Management Group LLC and USAA in various financial planning and advisory capacities. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, employing a fundamentally driven investment process with both long- and short-term strategies.
Michael B
Series 65
San Antonio, TX
Avior Wealth Management, LLC
Michael Burbank is a financial advisor at Avior Wealth Management, LLC in San Antonio, TX, holding a Series 65 designation. He has 11 years of industry experience, including a decade at USAA before joining Avior Wealth Management in 2026. Avior Wealth Management serves a diverse client base that includes high-net-worth individuals, institutional clients, and financial institutions. The firm offers investment management, financial planning, pension consulting, and business consulting services, using a fundamental analysis approach and a combination of direct portfolio management and separately managed account models.
John E
CFP®, Series 63, Series 66
San Antonio, TX
Avior Wealth Management, LLC
John Eaton is a CFP® with 20 years of experience in the financial services industry. He is currently a financial advisor at Avior Wealth Management, LLC, where he has worked since 2021. Prior to that, he was with Nelson Van Denburg & Campbell Wealth Management Group, LLC, and Cypress Wealth Advisors, LLC. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets across about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking or thrift institutions, employing a fundamental analysis-based investment process that includes both long- and short-term strategies with continuous portfolio supervision.
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