Colver Asset Management, LLC

Overview

Colver Asset Management, LLC is a small, fee-based advisory firm that focuses on discretionary portfolio management for individuals and small businesses. The firm runs concentrated equity-focused strategies, allocating the bulk of client capital to exchange-traded equities and ETFs. Its business model centers on managing separately managed accounts under a percentage-of-AUM fee structure rather than providing broad institutional services or pension consulting. The firm is not positioned as an ESG manager, it is not a multi-state adviser, and it does not act as a capital allocator to external private managers. Advisory activity is limited and tailored: the filing identifies portfolio management for individuals and small business clients as the primary service offering.

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Public Holdings

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Location & Offices