KRIVACS CAPITAL MANAGEMENT, LLC

RIASEC Registered
Total AUM
$18.5M
Discretionary
$4.4M
24% of AUM
Avg account
$771K
Accounts
24
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 35%, Exchange Traded Equities 34%, Cash & Cash Equivalents 30%, US Government Bonds 1%35%
  • Public Funds/Mutual Funds35%
  • Exchange Traded Equities34%
  • Cash & Cash Equivalents30%
  • US Government Bonds1%

Owners & executives

1 of 1
  • JOHN KRIVACS

    Chief Collaboration OfficerCRD 859699

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth