Trovera Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Trovera Capital Management offers discretionary and non‑discretionary asset management, comprehensive financial planning, and one‑time, project‑based security and hard‑asset research engagements. Although registered as an investment manager, the firm’s ADV reflects it was newly formed and reported no assets under management and no clients at the time of the filing.
The firm describes a multi‑step investment process that begins with top‑down and cyclical analysis and is supplemented by fundamental and technical work plus earnings‑call review; implementation may use individual securities, ETFs, mutual funds, and option strategies (covered and cash‑secured) depending on client objectives. Portfolios may be actively adjusted in response to market conditions, and the firm offers both ongoing portfolio supervision and limited‑scope due‑diligence reports on specific investments.
Noteworthy aspects include an explicit offering of project‑based due diligence and a voluntary systematic investment plan for smaller passive accounts—features more commonly associated with retail advisory practices than with managers focused on pooled or institutional mandates. The firm operates as a sole‑practitioner advisory (the principal holds prior media/production experience), discloses receipt of custodian‑related research or other economic benefits, and does not routinely vote client proxies unless assistance is requested.
Client services
Expertise
Fee options
One-time fixed fees for Comprehensive Financial Plan ($2,500 to $5,000) and Project-Based Security/Investment Research Services ($1,500 to $3,000)
$0 - $75,000: 1.08% annually $75,000.01 - $100,000: 0.81% annually $100,000.01+: 0.72% annually All Assets+: 0.81% annually (Active management flat rate)
Account minimum: $100,000 Fee-only: Fixed fees for financial planning: $2,500 to $5,000; Project-Based Security/Investment Research Services: $1,500 to $3,000
Main office
Northridge 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 not active or affiliated with:
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Insurance agent
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Broker-dealer / trader
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Bank
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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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