KRIVACS CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- DENVER, Colorado
- CRD number
- 131835
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI91.06%
- Individuals8.94%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Krivacs Capital Management, LLC is a small, client-focused advisory firm organized as an LLC and owned by an individual. The firm concentrates on portfolio management for individuals, small businesses and institutional/business clients, charging both a percentage of assets under management and hourly fees. Portfolio activity indicates a clear preference for pooled public funds—chiefly mutual funds—used as core building blocks of client portfolios. The firm is not identified as an active ESG investor and is not positioned as a multi-state or pension consulting adviser. The advisory setup shows a mix of discretionary and non-discretionary relationships: Krivacs Capital Management provides advice and model construction but retains a substantial portion of assets under client-directed authority. That structure suggests the firm accommodates a range of client preferences for control and implementation.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds35%
- Exchange Traded Equities34%
- Cash & Cash Equivalents30%
- US Government Bonds1%
Owners & executives
1 of 1JOHN KRIVACS
Chief Collaboration OfficerCRD 859699
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DENVER, CO
DENVER
Location
DENVER, CO
Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- DENVER
- Address
- 501 S Cherry St
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
SCHUTTE FINANCIAL LLC
RIADENVER, CO
H. ANTHONY RUCKEL
RIADENVER, CO
STRONGHAVEN CAPITAL LLC
RIADENVER, CO
SORENSEN FINANCIAL MANAGEMENT
RIADENVER, CO
PLAN TO INVEST CAPITAL MANAGEMENT, INC.
RIADENVER, CO
SOBEL FINANCIAL LLC
RIADENVER, CO