ROVIN CAPITAL

RIASEC RegisteredEst. 2010
Total AUM
$917M
Discretionary
$831M
91% of AUM
Avg account
$355K
Accounts
2,585
Employees
14
Advisory reps
4

Firm details

Headquarters
MESA, Arizona
CRD number
152662
Registered since
February 24, 2010
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI60.1%
  • Pension & Profit Sharing Plans18.82%
  • Individuals14.43%
  • Corporations / Businesses6.35%
  • Charitable Organizations0.3%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Rovin Capital is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2010. The firm functions both as an allocator and as an active manager: it provides financial planning and portfolio management for individuals, small businesses and pooled vehicles, and it also selects and oversees third‑party advisers. Its client base spans private individuals and families as well as institutional investors. Fee arrangements are flexible and include assets‑under‑management fees, hourly charges and fixed fees. Rovin Capital is not positioned as an ESG specialist and is not classified as a pension consultant or a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 50%, Derivatives 15%, Exchange Traded Equities 12%, Private Funds 12%, US Government Bonds 6%, Investment Grade Corp Bonds 2%, Cash & Cash Equivalents 2%, State & Local Bonds 1%50%
  • Public Funds/Mutual Funds50%
  • Derivatives15%
  • Exchange Traded Equities12%
  • Private Funds12%
  • US Government Bonds6%

Owners & executives

1 of 1

  • MATTHEW STAFFIERI

    Founder and CIOCRD 6097488

Contacts

3 of 3

  • MARKELL STAFFIERI

    Managing DirectorCRD 5618766

  • KIMBALL PIERCE

    Managing DirectorCRD 5039592

  • Alec Blomquist

    Wealth ManagerCRD 7262078

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 125

Active vs passive

$353M in ETFs

Passive

78%

$277M

Active

16%

$76.3M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG)BlackRockPassiveDiversified Emerging Mkts$24M357,7716.81%
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Location

Primary office

MESA, AZ

MARICOPA

Location

MESA, AZ

Headquartered in MESA, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
MARICOPA
Address
1 N Macdonald
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth