Ciovacco Capital Management

RIASEC RegisteredEst. 2021
Total AUM
$217M
Discretionary
$216M
99% of AUM
Avg account
$626K
Accounts
347
Employees
2
Advisory reps
1

Firm details

Headquarters
,
CRD number
125071
Registered since
April 13, 2021
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

FINTRX

Overview

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

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 93%, Cash & Cash Equivalents 6%, Public Funds/Mutual Funds 1%93%
  • Exchange Traded Equities93%
  • Cash & Cash Equivalents6%
  • Public Funds/Mutual Funds1%

Owners & executives

1 of 1
  • Christopher Ciovacco

    Christopher Ciovacco

    Chief Investment OfficerCRD 2490913

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 41

Active vs passive

$298M in ETFs

Passive

99%

$294M

Active

<1%

$3.3M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$80.3M116,86426.97%

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth