SVA Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,161,374
Clients
30
33% 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
30
HighAverage account size
$205,379
About
SVA Capital Management LLC is a registered investment adviser that provides discretionary portfolio management to individual and high‑net‑worth clients. The firm focuses client portfolios on publicly traded equities and exchange‑traded funds and manages accounts under discretionary authority.
The adviser uses fundamental analysis with a longer‑term investment horizon and may implement model portfolios to align exposures with client risk profiles; it generally does not accept client restrictions on specific securities. The firm states a primary objective of generating positive multi‑year returns and a secondary aim of outperforming a broad, low‑cost global equity benchmark.
Notably for a small independent adviser, SVA Capital offers a performance‑based fee option to qualified clients and discloses its performance measurement approach while documenting policies to mitigate conflicts from side‑by‑side management and fair‑value pricing. The firm also directs brokerage to Interactive Brokers’ lower‑cost “LITE” accounts and its principal brings both CFA credentials and prior institutional and legal experience.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
Performance-based fee of up to 25% of gross profits above a 5% annual hurdle, evaluated quarterly with a high-water mark for qualified clients.
Main office location
SVA Capital Management LLC
Arlington VA, United States
Number of offices
1
Most active in
SVA Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
Texas · Virginia
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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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