Devkota Capital Advisors
Firm details
- Headquarters
- ,
- CRD number
- 292346
- Website
- mapmyportfolio.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 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
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%
Contacts
1 of 1Aalok Devkota
Founder and Portfolio ManagerCRD 6723711
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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