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Joshua David Blanchfield

Avos Capital Management, LLC

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About Joshua David Blanchfield

Joshua Blanchfield is an Investment Advisor Representative with Avos Capital Management, LLC. Joshua is registered with the state of Colorado and Texas. Joshua has been in the industry since 2007. Avos Capital Management, LLC is a Registered Investment Advisor firm with a main office in Boulder, CO. Joshua is an Investment Advisor Representative at Avos Capital Management, LLC. Joshua is registered with the state of Colorado and Texas. Joshua has a Series 3 and Series 65 license. Joshua is a professional with over 15 years of experience in the financial services industry.

Firm Information

Joshua Blanchfield is currently registered with Avos Capital Management, LLC. Avos Capital Management, LLC is an investment advisor registered with the SEC. The firm manages approximately $245.6 million in assets for 43 clients, primarily high-net-worth individuals, pooled investment vehicles, and corporations. They offer portfolio management services for individuals. The firm has two investment advisor representatives.

$245.64M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joshua Blanchfield’s Registration & Firm History

CO

01/30/2023 - Present

Avos Capital Management, LLC (Boulder CO)

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Licenses & Designations

IA

Issued 04/29/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/05/2009

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua David Blanchfield.
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