SVA Capital Management LLC
RIASEC Registered
Total AUM
$6.2M
Discretionary
$6.2M
100% of AUM
Avg account
$205K
Accounts
30
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 301291
- Website
- www.sva.capital
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI82.26%
- Individuals17.74%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
SVA Capital Management LLC is a small, privately owned limited liability company that provides discretionary portfolio management primarily for individuals, families and small businesses. The firm is owned by an individual and charges clients a mix of asset‑based fees and performance‑linked fees. SVA does not identify as an ESG investor, is not a multi‑state adviser, and does not function as a broad capital allocator; its advisory scope centers on managed portfolios for private clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities100%
Contacts
1 of 1
Sloan Hatfield
FounderCRD 6401495
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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