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Joshua David Blanchfield

Investment adviser representative at Avos Capital Management, LLC
19 yearsExperience
1 stateRegistered in
$297.8MFirm assets
5 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

19 years in the industry.

  1. Avos Capital Management, LLCMar 2021 to now
  2. West Ridge PartnersJun 2020 to now
  3. Not EmployedAug 2018 to May 2020
  4. Bridgewater AssociatesApr 2007 to Jul 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 1 state (CO).

Avos Capital Management, LLC

$297.8MAssets managed
51Clients
2Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7360154
Firm CRD
313979
Advisor's SEC record (opens in a new tab)
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