# AVID PLANNING

AVID PLANNING is an Asset Manager based in St. Petersburg, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** St. Petersburg, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 1986
- **Assets under management:** Undisclosed
- **Website:** avidplc.com
- **LinkedIn:** https://www.linkedin.com/company/avidplanning

## Regulatory record

- **CRD number:** 284332
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284332

## About

At AVID Planning, we specialize in helping mid-career, high-income professionals develop personalized financial plans that are tailored to their unique preferences and experiences. We call this a purpose-driven money system.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds
- Public Equities
- Fixed Income
- Natural Resources

## People

- Gregory M. Smith — Chief Investment Officer
- Anita G. Zucker — Principal

## Related profiles

- [Stagner Financial Advisory](https://altss.com/profile/stagner-financial-advisory)
- [Tupelo Management](https://altss.com/profile/tupelo-management-llc)

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

Canonical page: https://altss.com/profile/avid-planning

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