Colva Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Colva Capital serves high‑net‑worth individuals and entities, providing discretionary portfolio management together with financial planning, tax‑efficient planning, and estate‑planning advice. The firm emphasizes tailored separately managed account solutions designed around each client’s risk profile and objectives.
Colva Capital’s process begins with establishing a client risk profile and applying a due‑diligence driven investment process that includes regular investment‑committee reviews and third‑party portfolio reporting. Investment considerations include traditional securities as well as private placements, hedge funds and affiliated funds, with attention to after‑tax performance and manager selection.
The firm is affiliated with an insurance services entity and an actuarial services entity that provide insurance products and actuarial consulting to life settlement private funds, and the adviser discloses that affiliated insurance sales can generate additional compensation. For a firm managing a modest amount of assets and a very small client base, the combination of insurance affiliation, involvement with private/unregistered funds, and provision of actuarial and entity‑level services is atypical among peers.
Client services
Expertise
Fee options
Flat fee monthly advisory fees start at $1,500/month; stand-alone financial planning and consulting fees generally range from $2,500 to $10,000
$0 - $2,000,000: 0.85% $2,000,000 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.65% $10,000,000 - $20,000,000: 0.45% $20,000,000+: 0.35%
$200 to $500 per hour depending on services required
Account minimum: $1,000,000 Minimum fee: $12,000 annually, payable quarterly Fee-only: Flat fees for short-term financial advisory services start at $1,500/month; financial planning and consulting fees generally range from $2,500 to $10,000; hourly consulting fees range from $200 to $500 per hour
Main office
San Diego CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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