Sean Connolly
Avocet Capital Management · Libertyvile, Illinois
Sean Connolly is a fee-only financial advisor at Avocet Capital Management in Libertyvile, Illinois, who holds the CFA credential. 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 | Libertyvile, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $157.8M across 194 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in IL · CRD 5109902 |
| Exams passed | Series 66 (2006) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.avocetcapital.com |
| Profile |
How Sean'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 Sean
Is Sean Connolly a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sean 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 Sean charge for financial advice?
Sean's firm, Avocet Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Sean Connolly based?
Sean Connolly is based in Libertyvile, Illinois.
What credentials does Sean Connolly hold?
Sean Connolly holds the CFA credential.
Is Sean Connolly registered with the SEC?
Yes. Sean Connolly is registered as an investment adviser representative in IL (CRD 5109902), 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 Sean Connolly?
Through Sean'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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