Ciovacco Capital Management

Overview

Ciovacco Capital Management is an SEC-registered limited liability company that began registration in 2021 and is owned by an individual. The firm provides portfolio management primarily for individuals, families and small-business clients and also works with some institutional accounts. Its advisory fees are charged as a percentage of assets under management. The firm does not describe itself as an active ESG investor and is not registered as a multi-state or pension consultant adviser. Ciovacco’s stated business activity centers on discretionary portfolio management for individual and small-business clients rather than operating as a capital allocator or running proprietary pooled vehicles. The custodian relationships and public filings indicate a tilt toward equity exposure implemented largely through exchange-traded vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives