A complete list of active advisors currently associated with Colva Capital LLC

Warmer can help you find a great advisor at Colva Capital LLC or one who fits your needs even better.

Colva Capital provides discretionary portfolio management, financial planning, tax-efficiency planning, and estate planning services for high‑net‑worth individuals and entities. The firm typically works with clients meeting its $1 million minimum and manages accounts on a separately managed basis. The firm’s investment process emphasizes individualized risk profiling, regular due diligence on managers and investments, and an investment committee that meets regularly to review opportunities; for qualified clients it may allocate to private placements, hedge funds, and affiliated funds. Clients receive quarterly performance and appraisal reports, and the firm uses third‑party reporting and aggregation services to support portfolio oversight and billing. Notable features include formal affiliations with an insurance services company and an actuarial consulting company under common ownership, and leadership with an actuarial background that informs structuring of tax‑efficient and complex solutions. The adviser discloses that affiliated insurance offerings and the principal’s broker‑dealer activities can result in commissions or other compensation, and it accepts relationships with entities and private funds that can involve institutional or pension‑type engagements despite its small asset base and limited client roster.

To learn more about the advisors currently working at Colva Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.