Ceva Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ceva Advisors is a small, state-registered advisory firm that provides comprehensive financial planning and discretionary investment management to individual clients, high‑net‑worth individuals, and trusts and estates. The firm constructs customized portfolios using ETFs and mutual funds and may also include individual securities, private placements, or allocations to digital assets as part of an agreed plan.
The firm generally follows Modern Portfolio Theory principles—diversifying across asset classes, implementing periodic rebalancing, and emphasizing low‑cost funds—while making bespoke adjustments to match client objectives and risk tolerance. Ceva may engage third‑party managers for portions of client assets and explicitly offers private investment recommendations (client‑directed) and direct digital‑asset allocations, including custody options and staking, with a typical guideline of up to 5% of a client’s allocation.
Distinctive features disclosed in the brochure include its small scale and concentrated client relationships (approximately $52 million in discretionary assets as of January 8, 2026) and ownership by a family trust that also controls an affiliate focused on acquiring and operating private software businesses, an activity the firm describes as separate from client services. The firm also relies on an unaffiliated RIA/operations relationship to gain access to custodial platforms and trade execution, and it documents specific operational practices for trade processing and digital‑asset custody that differ from many peers.
Client services
Expertise
Fee options
1.00% annually (0.25% quarterly)
Financial planning hourly rate of $500
Fee-only: Financial planning fees charged hourly at $500 per hour, negotiable
Main office
See officeWoodinville WA
Advisors at this office
2
Most active in
Ohio · Washington
Also doing business as
Ceva Advisors · Ceva Advisors LLC · Ceva Capital LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
Quick links
Advisors at this firm
Roman S
Series 65
Beavercreek, OH
Ceva Advisors
Roman Skurdal is a financial advisor at Ceva Advisors with two years of industry experience. He holds a Series 65 credential and has worked previously at Aberdeen Capital. Outside of finance, his work history includes roles at Amazon, Echo Falls Golf Club, and Emerald City Pizza. Ceva Advisors is a small, state-registered firm that provides comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, and trusts and estates. The firm employs a Modern Portfolio Theory approach, constructing customized portfolios with ETFs, mutual funds, individual securities, private placements, and digital assets, while maintaining concentrated client relationships.
Benjamin E
Series 65
Woodinville, WA
Ceva Advisors
Benjamin Englund is a financial advisor at Ceva Advisors with a Series 65 designation and three years of industry experience. Prior to joining Ceva Advisors, he worked at SLC Management for 16 years and held roles at several other firms including Aberdeen Capital LLC and NWAM, LLC. Ceva Advisors is a state-registered advisory firm that provides comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, and trusts and estates. The firm employs a Modern Portfolio Theory-based approach, using diversified, low-cost funds and bespoke portfolio adjustments, and offers private investment recommendations and direct digital-asset allocations as part of its services.
Shaina E
Series 65
Woodinville, WA
Ceva Advisors
Shaina Englund is a financial advisor at Ceva Advisors with two years of industry experience. She holds a Series 65 designation and has worked at Ceva Capital LLC since 2022. Prior to that, she was involved with Sign and Wine LLC from 2019 to 2023. Ceva Advisors is a small, state-registered firm providing financial planning and discretionary investment management to individuals, high-net-worth clients, and trusts. The firm employs a diversified investment approach based on Modern Portfolio Theory and offers customized portfolios that may include ETFs, mutual funds, individual securities, private placements, and digital assets.
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