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| Catherine Avery Investment Management LLC
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|---|---|
| CRD # | 144946 |
| SEC # | 801-110097 |
| CIK # | 0002103454 |
| AUM | 318.0 M (2026-04-24) |
| Employees | 4 (50% Investors, 25% Brokers) |
| Phone | 941-388-7249 |
| Address | 595 Bay Isles Road Longboat Key, FL 34228 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002103454 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Chevron Corp | 7.3 | |
| Citigroup Inc | 7.2 | |
| Cisco Systems Inc | 7.0 | |
| International Business Machines Corp | 6.9 | |
| Verizon Communications Inc | 6.8 | |
| Freeport McMoran Copper & Gold Inc | 6.7 | |
| FPL Group Inc | 6.6 | |
| Coca Cola Co | 6.6 | |
| Oneok Inc /New/ | 6.6 | |
| J P Morgan Chase & Co | 6.6 | |
| Target Corp | 6.5 | |
| Merck & Co Inc | 6.5 | |
| Bristol Myers Squibb Co | 6.4 | |
| Harris Corp /DE/ | 6.3 | |
| Broadcom Inc | 6.3 | |
| Oracle Corp | 6.3 | |
| Omnicom Group Inc | 6.2 | |
| Hewlett Packard Enterprise Co | 6.1 | |
| Best Buy Co Inc | 6.1 | |
| McDonalds Corp | 6.0 | |
| Pfizer Inc | 5.8 | |
| Phillips 66 | 5.6 | |
| United Parcel Service Inc | 5.6 | |
| Amgen Inc | 5.6 | |
| Bank of America Corp /DE/ | 5.6 | |
| Stanley Black & Decker Inc | 5.6 | |
| Home Depot Inc | 5.5 | |
| BB&T Corp | 5.5 | |
| KeyCorp /New/ | 5.4 | |
| Packaging Corp of America | 5.4 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 73 | 86.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 7 | 231.0 |
| Total | 754 | 318.0 |
| By Discretionary | ||
| Discretionary | 751 | 310.6 |
| Non-Discretionary | 3 | 7.4 |
| Total | 754 | 318.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 318.0 | |
| Total | 754 | 318.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002103454] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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