Devkota Capital Advisors

RIASEC Registered
Total AUM
$7.3M
Discretionary
$7.3M
100% of AUM
Avg account
$294K
Accounts
25
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
292346
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals58.63%
  • HNWI41.37%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Devkota Capital Advisors is a small, owner-operated advisory firm that focuses on portfolio management for individuals and small businesses. The firm runs a fee-for-service model based on a percentage of assets under management and shows a clear preference for liquid, equity-driven allocations. Its client base is individual and family investors rather than institutional or pension clients, and the firm does not position itself as an ESG investor or a multi-state adviser. Investment activity centers on customized equity portfolios with tactical use of third‑party products for diversification and income.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • Aalok Devkota

    Aalok Devkota

    Founder and Portfolio ManagerCRD 6723711

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth