Alan Loewy
Avocet Capital Management · Northbrook, Illinois
Alan Loewy is a fee-only financial advisor at Avocet Capital Management in Northbrook, Illinois. Avocet Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Avocet Capital Management |
|---|---|
| Based in | Northbrook, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $157.8M across 194 accounts |
| SEC registration | Investment adviser representative in IL · CRD 4960252 |
| Exams passed | Series 65 (2011) · Series 66 (2006) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.avocetcapital.com |
| Profile |
How Alan's firm compares
- Avocet Capital Management's average account is about $813,000, from its Form ADV (assets managed divided by 194 accounts).
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Questions about Alan
Is Alan Loewy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alan holds no broker registration, and Avocet Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alan charge for financial advice?
Alan's firm, Avocet Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Alan Loewy based?
Alan Loewy is based in Northbrook, Illinois.
Is Alan Loewy registered with the SEC?
Yes. Alan Loewy is registered as an investment adviser representative in IL (CRD 4960252), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Avocet Capital Management manage?
Avocet Capital Management reports $157.8M across 194 accounts in assets under management.
How do I contact Alan Loewy?
Through Alan's website, www.avocetcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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