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Multi-Family OfficeRIA · CRD 153458SEC-Registered

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Financial Avenues

FINANCIAL AVENUES is an SEC-registered investment adviser since 2025. The firm manages approximately $148 million in regulatory assets. It has 4 employees...

Overview

FINANCIAL AVENUES is an SEC-registered investment adviser since 2025. The firm manages approximately $148 million in regulatory assets. It has 4 employees and 4 investment advisers.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

Kansas City

Corporate office

Kansas City, MO, United States

Frequently asked questions

Does Financial Avenues invest via direct deals or fund commitments?

Both. The firm makes direct equity investments in private operating companies, often filling a control or significant minority role alongside existing management. It also allocates capital to external fund managers — particularly lower-middle-market buyout and growth equity funds. The direct side emphasizes permanent capital from patient family investors.

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