TROIKA CAPITAL ADVISORS, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$56,004,211
Clients
100
Advisors
1
of 1 employees
About
Troika Capital Advisors, LLC works with individuals (including high-net-worth clients) as well as a range of institutional clients—such as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary investment supervisory services and financial planning, constructing an Investment Policy Statement for each client and managing portfolios across mutual funds, equities, bonds, ETFs, REITs, and government securities.
The firm’s investment approach emphasizes fundamental analysis and long-term trading, with asset allocation and security selection tailored to each client’s documented risk tolerance and time horizon. The sole advisory principal manages accounts on a discretionary basis, conducts regular portfolio monitoring, and provides financial planning on fixed or hourly terms.
Notably, Troika manages institutional mandates (including pension and profit-sharing plans) alongside its individual client base—an arrangement that is uncommon among solo independent advisers. Operationally, the firm requires clients to use its recommended custodians (including Altruist Financial LLC and Shareholders Service Group, with clearing at Pershing) rather than permitting directed brokerage, and it may employ option-writing strategies in client portfolios, which together distinguish its practices from many peers.
Client services
Expertise
Fee options
Financial planning fixed fees start at a minimum of $250, negotiable.
$0 - $500,000: 0.95% $500,001 - $1,000,000: 0.85% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.65% Above $5,000,000+: Negotiable
Hourly fees for financial planning range from $100 to $500 per hour, negotiable.
Fee-only: Financial planning fees are fixed fees starting at $250 and hourly fees between $100 and $500 per hour, both negotiable.
Main office
Athens GA
Advisors at this office
1
Most active in
Colorado · Georgia · Texas
Also doing business as
Carmel Wealth Management · Troika Capital Advisors, 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
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