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CAIM LLC
CATHERINE AVERY INVESTMENT MANAGEMENT LLC
CRD 144946 · SEC 801-110097
595 BAY ISLES ROAD, SUITE 210, LONGBOAT KEY, FL, 34228, United States
Phone
941-388-7249
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$318.0M
Discretionary AUM
$310.6M
Team
4 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; SUBADVISOR FEES
Org form
Limited Liability Company
Filing date
2026-04-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)SUBADVISOR
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 73 | $86.9M |
States served
NY, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD