Proverbi Capital Advisors, LLC

Overview

Proverbi Capital Advisors, LLC is a privately owned limited liability company that operates as a non-independent retail registered investment adviser focused on individuals and families. The firm bills on a percentage-of-assets basis and provides portfolio management services for individual clients and small businesses. It acts as a capital allocator—working with external managers for certain strategies—and has an affiliation with an insurance company. Proverbi does not identify as an active ESG investor and is not reported as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices