Colva Capital LLC

Overview

Colva Capital LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and identifies itself as a capital allocator that also selects outside managers. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting and the selection of other advisers. Compensation is a mix of percentage-of-assets and fixed-fee arrangements. Colva Capital does not report active ESG investing and lists an insurance company among its industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives