Rovin Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mesa, AZ. Its latest Form ADV filing, dated March 25, 2026, reports $917M in regulatory assets under management, 14 employees, 1 office, and 2,585 accounts.
Assets Under Management
$917M
Employees
14
Offices
1 office
Total Clients
730
Primary office
MESA, AZ
1 N. MACDONALD, SUITE 201, MESA, AZ, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 49.7% of total clients.
Top client categories% of clientsClients
1
Individuals
49.7%
363
2
Pension Plans
22.7%
166
3
HNWI
21.5%
157
4
Corporations
3.6%
26
5
Charitable
2.5%
18
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$917Mas of March 25, 2026
Discretionary90.6%
$831M
91% of total RAUM90.6%
Non-discretionary9.4%
$86M
9% of total RAUM9.4%
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.
Total AUM$917M
Total Accounts2,585
10Y AUM Change+$766M (+507.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee52:1
10Y Employee Change+10 (+250.0%)
* 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.