# TRED AVON FAMILY WEALTH, LLC

TRED AVON FAMILY WEALTH, LLC of EASTON, MD is an SEC-registered investment adviser.

## Registration

- CRD: 174115
- Type: SEC-registered investment adviser
- SEC file number: 801-106937
- Location: 8603 COMMERCE DRIVE, SUITE 7A, EASTON, MD, 21601
- Phone: 410-310-2064
- Latest filing: 2026-03-27
- Regulatory AUM: $431.9M
- Discretionary AUM: $123.7M
- Non-discretionary AUM: $308.2M
- Clients: 3
- Accounts: 347

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Frances Elizabeth Spurry | MANAGING MEMBER/OWNER; MANAGING MEMBER/OWNER/CHIEF COMPLIANCE OFFICER | — |
| Stacy Leigh Sizemore | CHIEF COMPLIANCE OFFICER | — |
| SPURRY FRANCES ELIZABETH | MANAGING MEMBER/OWNER/CHIEF COMPLIANCE OFFICER | — |
| Terry Cullen Warren | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/174115/brochure
- Similar advisers: https://search.stillhousedata.com/firm/174115/similar
- Related entities: https://search.stillhousedata.com/firm/174115/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/174115

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.