Maravi Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Maravi Capital Management is a recently formed, small investment manager that offers discretionary portfolio management and integrated financial planning, and also provides standalone financial planning and project-based investment consulting on a non-discretionary, hourly basis. The firm is a single‑advisor startup and reported no clients or assets under management as of December 31, 2025.
The firm emphasizes a tactical asset allocation approach intended to reduce risk and pursue incremental performance, applying fundamental analysis and using a broad mix of instruments including exchange-listed securities, ETFs, mutual funds, OTC and foreign securities, municipal and U.S. government bonds, and CDs. Investment management is discretionary and management clients receive a one‑time comprehensive financial plan at the outset; the firm also tailors restrictions and reallocations to client objectives and risk tolerances.
Notable differences from many peers include the availability of standalone, hourly investment consulting and financial planning to non‑managed investors — an offering that is relatively uncommon among managers focused on pooled or institutional mandates. The firm’s founder maintains outside business roles in franchise operations and residential real estate, and the brochure discloses a potential conflict of interest tied to recommending certain public company investments connected to those business activities, which the firm says it will disclose when material.
Client services
Financial planning
Portfolio management
Investment consulting services
Expertise
General retirement planning
General tax planning
Cash flow / budgeting
Fee options
1.0% annually
$200 per hour
Main office location
Maravi Capital Management
Round Rock TX, United States
Number of offices
2
Most active in
Maravi Capital Management has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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
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