Aneuvia Capital

RIASEC Registered
Total AUM
$13.5M
Discretionary
$13.5M
100% of AUM
Avg account
$1.9M
Accounts
7
Employees
1
Advisory reps
2

Firm details

Headquarters
,
CRD number
304904
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Aneuvia Capital operates as a small, client-focused RIA that centers its advisory business on portfolio management for individuals and small businesses. The firm tilts heavily toward equities, using exchange-traded instruments as its primary vehicle and favoring discretionary management. Its client base is narrow and high‑value, which suggests tailored portfolio construction rather than mass-market model delivery. Fee arrangements include both a percentage of assets under management and performance-based fees, indicative of bespoke mandates or incentive-aligned arrangements for select clients. The firm is not positioned as a multi-state or pension consultant advisor, and it does not identify as an active ESG investor. Aneuvia Capital is structured as a limited liability company under individual ownership and is classified in filings as an unclassified adviser rather than a capital allocator or part of a larger adviser network.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 64%, US Government Bonds 35%, Cash & Cash Equivalents 1%64%
  • Exchange Traded Equities64%
  • US Government Bonds35%
  • Cash & Cash Equivalents1%

Owners & executives

2 of 2
  • Janelle Metzger

    Janelle Metzger

    Chief Executive OfficerCRD 7149819

  • Jared Metzger

    Jared Metzger

    Co-Founder and Chief Investment OfficerCRD 6827961

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth