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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

AVANTRA FAMILY WEALTH, INC.

CRD 288209

MECHANICSBURG, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d42a3394-5d06-4fe9-4dc0-18b2a719b98d

Data as of Jun 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 4
On other graphs: 1
Observed: Apr 16, 2018 to Jun 17, 2026
26 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

Avantra Family Wealth, Inc.

Family office · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $222MItem 5.F on the latest filing (2026-06-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $216M
Private client RAUM: $222MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $73.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,041
Individual clients: 158
High net worth clients: 65
Custody, client assets: $148M
SEC number: 801-113234
CIK: 1774744
CRD: 288209
Filings on the tape: 26
First filed: Apr 16, 2018
Latest filed: Jun 17, 2026
Organised: Corporation, PA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
KIM LEE KENAWELL	n/a	MECHANICSBURG, PA	9	30	1	yes
Wade Aaron Hoffman	n/a	MECHANICSBURG, PA	9	26	2	no
Steven Bentley Thompson	n/a	MECHANICSBURG, PA	9	23	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Hoffman, Wade, Aaron	FOUNDER, CHIEF COMPLIANCE OFFICER	A	yes	07/2017	Apr 16, 2018	Jul 29, 2024
KENAWELL, KIM, LEE	FOUNDER, CHIEF EXECUTIVE OFFICER, SENIOR FAMILY WEALTH ADVISOR	E	yes	07/2017	Apr 16, 2018	Jul 29, 2024
Thompson, Steven, Bentley	CHIEF OPERATING OFFICER, FAMILY WEALTH ADVISOR	Na	yes	04/2023	Apr 26, 2023	Jul 29, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 8 of 9

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Apr 22, 2026	$222M	$216M	6	3	n/a	n/a
2024	Feb 19, 2025	$194M	$187M	6	3	n/a	n/a
2023	Feb 8, 2024	$158M	$148M	6	3	n/a	n/a
2022	Mar 27, 2023	$138M	$123M	6	3	n/a	n/a
2021	Mar 16, 2022	$158M	$135M	6	3	n/a	n/a
2020	Mar 6, 2021	$132M	$112M	6	3	n/a	n/a
2019	Mar 24, 2020	$126M	$104M	8	4	n/a	n/a
2018	Mar 21, 2019	$90.4M	$90.4M	8	4	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$222M	$194M	14.0%	$138M	17.0%	6	6	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	3	Jul 31, 2017	Jul 28, 2017	CAMP HILL, PA	Team lift out	Wirehouse to RIA	0.0%
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	2	Jan 4, 2016	Jul 28, 2017	WYOMISSING, PA	Team lift out	Wirehouse to RIA	0.0%

Relationships

Registered with (5)

← KIM LEE KENAWELLAdvisorregistration: current employment
Jul 28, 2017 to presentfactForm ADV
← Wade Aaron HoffmanAdvisorregistration: current employment
Jul 28, 2017 to presentfactForm ADV
← Steven Bentley ThompsonAdvisorregistration: current employment
Jul 28, 2017 to presentfactForm ADV
← FRANK ROBERT COLLINSAdvisorregistration: previous registration
Jun 9, 2017 to Sep 14, 2020factForm ADV
← SEAN T HOFFECKERAdvisorregistration: previous registration
Jul 28, 2017 to Oct 19, 2018factForm ADV

Controls (3)

← KENAWELL, KIM, LEEOwnerFOUNDER, CHIEF EXECUTIVE OFFICER, SENIOR FAMILY WEALTH ADVISOR, ownership code E, individual
Apr 16, 2018 to Jul 29, 2024factForm ADV
← Hoffman, Wade, AaronOwnerFOUNDER, CHIEF COMPLIANCE OFFICER, ownership code A, individual
Apr 16, 2018 to Jul 29, 2024factForm ADV
← Thompson, Steven, BentleyOwnerCHIEF OPERATING OFFICER, FAMILY WEALTH ADVISOR, ownership code NA, individual
Apr 26, 2023 to Jul 29, 2024factForm ADV

Moved with (1)

← MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviser2 advisors, team lift out, same day
Jan 4, 2016 to Jul 28, 2017factForm ADV

Dated events

Occurred
Apr 26, 2023
Control person joined
Bentley Steven Thompson (Chief Operating Officer, Family Wealth Advisor) appeared on Schedule A of Avantra Family Wealth, Inc.
Form ADVobserved 4 days ago
Occurred
Mar 27, 2023
Succession filed (Item 4)
Avantra Family Wealth Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 4 days ago
Occurred
Sep 14, 2020
Control person left
Robert Frank Collins (Founding Partner, Senior Family Wealth Advisor) no longer on Schedule A of Avantra Family Wealth, Inc. (listed 2020-07-31, absent 2020-09-14)
Form ADVobserved 4 days ago
Occurred
Apr 16, 2018
First Form ADV filing
Avantra Family Wealth Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d42a3394-5d06-4fe9-4dc0-18b2a719b98d
First observed: Apr 16, 2018
Last observed: Jun 17, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AVANTRA FAMILY WEALTH, INC.

CRD 288209

MECHANICSBURG, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d42a3394-5d06-4fe9-4dc0-18b2a719b98d

Data as of Jun 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:55 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

KIM LEE KENAWELL

n/a

MECHANICSBURG, PA

yes

Wade Aaron Hoffman

n/a

MECHANICSBURG, PA

Steven Bentley Thompson

n/a

MECHANICSBURG, PA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Hoffman, Wade, Aaron

FOUNDER, CHIEF COMPLIANCE OFFICER

yes

07/2017

Apr 16, 2018

Jul 29, 2024

KENAWELL, KIM, LEE

FOUNDER, CHIEF EXECUTIVE OFFICER, SENIOR FAMILY WEALTH ADVISOR

yes

07/2017

Apr 16, 2018

Jul 29, 2024

Thompson, Steven, Bentley

CHIEF OPERATING OFFICER, FAMILY WEALTH ADVISOR

yes

04/2023

Apr 26, 2023

Jul 29, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 22, 2026

$222M

$216M

n/a

2024

Feb 19, 2025

$194M

$187M

n/a

2023

Feb 8, 2024

$158M

$148M

n/a

2022

Mar 27, 2023

$138M

$123M

n/a

2021

Mar 16, 2022

$158M

$135M

n/a

2020

Mar 6, 2021

$132M

$112M

n/a

2019

Mar 24, 2020

$126M

$104M

n/a

2018

Mar 21, 2019

$90.4M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$222M

$194M

14.0%

$138M

17.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jul 31, 2017

Jul 28, 2017

CAMP HILL, PA

Team lift out

Wirehouse to RIA

0.0%

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jan 4, 2016

Jul 28, 2017

WYOMISSING, PA

Team lift out

Wirehouse to RIA

0.0%