PROVERBI CAPITAL ADVISORS, LLC

RIASEC Registered
Total AUM
$14.4M
Discretionary
$14.4M
100% of AUM
Avg account
$97.3K
Accounts
148
Employees
5
Advisory reps
5

Firm details

Headquarters
MELBOURNE, Florida
CRD number
316555
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Proverbi Capital Advisors, LLC is a privately owned LLC that provides fee-based portfolio management primarily for individual and family clients and small businesses. The firm operates as a capital allocator, managing client assets on a percentage-of-AUM fee schedule. Proverbi does not position itself as an active ESG investor. Its advisory activity centers on discretionary portfolio management, and the firm has an industry relationship with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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 74%, Public Funds/Mutual Funds 22%, Investment Grade Corp Bonds 2%, US Government Bonds 1%, Cash & Cash Equivalents 1%74%
  • Exchange Traded Equities74%
  • Public Funds/Mutual Funds22%
  • Investment Grade Corp Bonds2%
  • US Government Bonds1%
  • Cash & Cash Equivalents1%

Contacts

3 of 5
  • Mistie Babin

    Registered RepresentativeCRD 7313188

  • Drew Pelton

    FounderCRD 2152585

  • Andrea Hall

    PresidentCRD 7491448

Unlock 2 more contacts

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

MELBOURNE, FL

BREVARD

Location

MELBOURNE, FL

Headquartered in MELBOURNE, FL, in the South of the United States.

Region
South
County
BREVARD
Address
1900 S Harbor City Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth