Ciovacco Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 125071
- Registered since
- April 13, 2021
- Website
- www.ccmmarketmodel.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI84.81%
- Individuals9.72%
- Corporations / Businesses5.46%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Ciovacco Capital Management is an independent, SEC-registered registered investment adviser organized as a limited liability company and owned by an individual principal. The firm manages portfolios for individual and family clients as well as some institutional relationships, charging fees based on a percentage of assets under management. Its stated advisory activity centers on portfolio management for individuals and small businesses. Ciovacco does not identify as an active ESG investor, is not a multi-state adviser, and does not list pension consulting or related-adviser services as part of its core activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities93%
- Cash & Cash Equivalents6%
- Public Funds/Mutual Funds1%
Owners & executives
1 of 1
Christopher Ciovacco
Chief Investment OfficerCRD 2490913
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 41Active vs passive
$298M in ETFs
99%
$294M
<1%
$3.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $80.3M | 116,864 | 26.97% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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