Ciovacco Capital Management LLC (Atlanta)


Ciovacco Capital Management LLC is an adviser based in Atlanta. It manages $25.1 million of regulatory assets for 237 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California, Florida, Georgia, and Texas.

Ciovacco Capital Management provides portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ciovacco Capital Management: assets under management

The assets under management (AUM) of Ciovacco Capital Management LLC is $25.1 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $25.1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $105.92 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ciovacco Capital Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Atlanta

The principal office where Ciovacco Capital Management LLC performs its advisory services is located at 285 Centennial Olympic Park Dr, Atlanta, GA 30313 1836, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 678-362-7698 or by fax 1-866-650-3443. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.ciovaccocapital.com.