# Avantra Family Wealth

Avantra Family Wealth is a Multi Family Office based in Mechanicsburg, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Mechanicsburg, United States
- **Region:** North America
- **Address:** 100 Sterling Parkway, Suite 107, Mechanicsburg, Pennsylvania 17050-2903
- **Founded:** 2017
- **Assets under management:** 194 (Altss estimate)
- **Website:** avantrafamilywealth.com
- **LinkedIn:** https://www.linkedin.com/company/avantra-family-wealth

## Regulatory record

- **CRD number:** 288209
- **SEC file number:** 801-113234
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-22T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/288209

## About

Avantra Family Wealth was launched in 2017 by Kim Lee Kenawell-Hoffecker and Frank Collins Jr. Both principals left Merrill Lynch roles to establish the independent firm. The multi-family office serves clients seeking fiduciary advice on multi-generational planning. The firm deploys capital through fund-of-funds structures alongside direct holdings in fixed income and mutual funds. It maintains a North America footprint centered on its Mechanicsburg base. Services include investment risk management, insurance integration, and tailored portfolio construction. No specific portfolio holdings or co-investors appear in public records. The team consists of nine professionals who joined at launch, all previously affiliated with Merrill Lynch. Avantra maintains membership in the West Shore Chamber of Commerce. No additional offices or adjacent vehicles are disclosed. No operational events from the last 24 months are verifiable in available sources. The firm’s structure centers on independence from prior brokerage affiliations, allowing direct fiduciary relationships without platform constraints.

## Sectors

- Wealth Management
- Fund of Funds

## People

- Kim Lee Kenawell-Hoffecker — Founder / CEO
- Frank Collins Jr. — Founder / Leader
- Wade A. Hoffman — Partner / Chief Compliance Officer
- Steven B. Thompson — Partner / Family Wealth Advisor
- Sean T. Hoffecker — Partner / Family Wealth Advisor

## Questions

### Who runs investment decisions at Avantra Family Wealth?

Kim Lee Kenawell-Hoffecker serves as CEO and co-founder. Frank Collins Jr. acts as co-founder and leader. Wade A. Hoffman holds the Chief Compliance Officer role.

### Does Avantra Family Wealth participate in fund commitments or only direct deals?

Confirmed investment types include fund-of-funds structures. The firm also holds direct positions in fixed income securities and mutual funds.

### What is Avantra Family Wealth's known posture on co-investments alongside external GPs?

No information on co-investment activity with external general partners is available in public sources.

## Related profiles

- [Principal Invest](https://altss.com/profile/principal-invest)
- [Hutner Capital Management](https://altss.com/profile/hutner-capital-management)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/avantra-family-wealth

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