Ceva Advisors
Firm details
- Headquarters
- ,
- CRD number
- 323561
- Website
- cevaadvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI94.42%
- Individuals5.58%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Ceva Advisors is structured as a limited liability company operating as an independent registered investment adviser that serves individuals and families. The firm focuses on financial planning and portfolio management for individuals and small businesses, billing clients through a percentage-of-AUM model and by hourly fees for planning or advisory work. Ceva Advisors does not market itself as a capital allocator and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
1 of 1
Benjamin Englund
CEO and Financial AdvisorCRD 7564425
Contacts
2 of 2
Roman Skurdal
Financial AdvisorCRD 7852841
Shaina Englund
Financial AdvisorCRD 7671704
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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