Ciovacco Capital Management is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 22, 2026, reports $217M in regulatory assets under management, 2 employees, and 347 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 66.2% of total clients.
Top client categories% of clientsClients
1
HNWI
66.2%
147
2
Individuals
30.2%
67
3
Corporations
3.6%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$217Mas of March 22, 2026
Discretionary99.2%
$216M
99% of total RAUM99.2%
Non-discretionary0.8%
$2M
1% of total RAUM0.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$217M
Total Accounts347
10Y AUM Change+$92M (+73.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee111:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.