Ceva Advisors

Overview

Ceva Advisors is an independent registered investment adviser structured as a limited liability company that focuses on wealth management for individuals and families and portfolio management for small businesses. The firm delivers discretionary portfolio management and financial planning, charging clients on a percentage-of-AUM basis and, when appropriate, hourly fees. Its publicly reported portfolio mix is dominated by public funds and mutual funds, but the firm also uses third-party managers and vehicles to access alternative exposures. Ceva Advisors reports a fully discretionary advisory model, which indicates portfolio decisions are made on clients’ behalf rather than on an advice-only basis. The firm does not position itself as a capital allocator or pension consultant and does not list ESG investing as part of its active approach.

Assets & Accounts

Investments & Alternatives

Location & Offices