TROIKA CAPITAL ADVISORS, LLC

RIASEC Registered

Total AUM

$56.3M

Discretionary

$56.3M

100% of AUM

Avg account

$177K

Accounts

317

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 152927
Website: www.troikaadvisors.com
Custodians: ALTRUIST FINANCIAL LLC, SHAREHOLDERS SERVICE GROUP, LLC, PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI63.98%
Individuals35.57%
Pension & Profit Sharing Plans0.44%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Troika Capital Advisors, LLC operates as an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, offering financial planning and portfolio management for individuals, small businesses, and institutions. Its fee model is flexible, combining percentage-of-AUM billing with hourly and fixed-fee engagements. Troika does not identify as an active ESG investor and is not described as a capital allocator or pension consultant.