Devkota Capital Advisors
RIAState 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
- Website
- devkotacapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals58.63%
- HNWI41.37%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Devkota Capital Advisors is an independent, individual-owned registered investment adviser organized as an LLC that provides portfolio management services to individuals, families and small businesses. The firm charges fees as a percentage of assets under management and focuses its advisory work on discretionary portfolio management rather than pension consulting or large institutional mandates. It does not identify as an active ESG investor and is not set up as a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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