Salvus Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Salvus serves a mix of individual clients (including high net worth individuals), retirement plans, trusts, estates, corporations and other businesses. The firm offers discretionary and non-discretionary investment management, stand‑alone financial planning, retirement plan consulting (ERISA §3(21) services) and sub‑advisory arrangements.
Portfolios are tailored to each client’s objectives and risk profile and may combine growth, growth‑and‑income, income‑and‑growth and capital preservation strategies across individual equities, fixed income, mutual funds, ETFs, private investment funds and allocations to sub‑advisers or independent managers accessed through third‑party platforms. Salvus employs a mix of fundamental, technical, charting and cyclical analysis, provides ongoing monitoring, and can implement either portfolio discretion or seek client approval on a trade‑by‑trade basis.
Notable for a firm of its size, several of Salvus’ representatives are also affiliated with Certified Public Accounting firms and the brochure discloses that the firm may recommend accounting services or entities under common control, creating potential referral conflicts that are disclosed to clients. The firm also documents the use of external promoters/solicitors and a sub‑advisory arrangement with another registered adviser — these relationships are disclosed and, where applicable, require client consent.
Client services
Expertise
Fee options
$0 - $250,000: 1.50% $250,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
$200 to $400 per hour
Main office
See office200 Schulz Drive, Suite 302
Red Bank NJ 07701
Advisors at this office
3
Offices (3)
Most active in
Connecticut · Florida · New Jersey · New York · Texas
Also doing business as
Cg Capital Management, LLC · Salvus Wealth Management, 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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Quick links
Advisors at this firm
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