C
Colva Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,150,815
Clients
3
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
3
LowAverage account size
$383,605
About
Colva Capital provides discretionary portfolio management, financial planning, tax-efficiency planning, and estate planning services for high‑net‑worth individuals and entities. The firm typically works with clients meeting its $1 million minimum and manages accounts on a separately managed basis.
The firm’s investment process emphasizes individualized risk profiling, regular due diligence on managers and investments, and an investment committee that meets regularly to review opportunities; for qualified clients it may allocate to private placements, hedge funds, and affiliated funds. Clients receive quarterly performance and appraisal reports, and the firm uses third‑party reporting and aggregation services to support portfolio oversight and billing.
Notable features include formal affiliations with an insurance services company and an actuarial consulting company under common ownership, and leadership with an actuarial background that informs structuring of tax‑efficient and complex solutions. The adviser discloses that affiliated insurance offerings and the principal’s broker‑dealer activities can result in commissions or other compensation, and it accepts relationships with entities and private funds that can involve institutional or pension‑type engagements despite its small asset base and limited client roster.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
General estate planning guidance
Tax strategies for small businesses
Wealth management
Occupation focus
Founder/Business Owner
Fee options
Flat monthly fees starting at $1,500/month for short-term advisory services; financial planning fees generally range from $2,500 to $10,000
$0 - $2,000,000: 0.85% $2,000,000 - $5,000,000: 0.65% $5,000,000 - $10,000,000: 0.45% $10,000,000 - $20,000,000: 0.20% $20,000,000+: 0.15%
$200 to $500 per hour depending on services required
Account minimum: $1,000,000 Minimum fee: $12,000 annually, payable quarterly
Main office location
Colva Capital LLC
San Diego CA, United States
Number of offices
1
Most active in
Colva Capital LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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