# AVL ADVISORY LLC

AVL ADVISORY LLC is a Multi Family Office based in Daytona Beach.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Daytona Beach
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** avladvisory.com

## Regulatory record

- **CRD number:** 337357
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/337357

## About

AVL Advisory is a boutique fee-only fiduciary firm offering tax-smart financial planning and wealth management built around one integrated plan. Tax planning, financial planning, and investment management are done together by the same advisor. The firm provides tax advisory, wealth management, financial planning, and outsourced accounting under one relationship.

## People

- Anthony Lupoli — CPA/PFS, CFP®, MAcc

## Questions

### Who runs investment decisions at AVL ADVISORY LLC?

No named principals or investment professionals are publicly associated with AVL ADVISORY LLC. The firm's governance structure is unknown from available records.

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Last updated: 2026-08-11T15:06:13.093Z

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