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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Peak crest
- Established Date
- 07-25-2018
- Office Locations
- 1
Office Locations
About Accurate Capital AND Wealth LLC
Accurate Capital and Wealth LLC (kingsguardcapital.com) is a Glen Allen, VA registered investment adviser providing financial planning, insurance support, and discretionary asset management for retail clients, including retirees and entrepreneurs. Portfolios are implemented primarily with ETFs (per SMA reporting), with flexibility to incorporate other vehicles as needed. Custody includes Schwab and Fidelity/NFS. Owner-led by managing members Jessica A. Cervinka and Joseph J. Cervinka.
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Owner & Executives
Jessica A Cervinka
Advisor, Estate Planning Specialist, Financial Adviser, Holistic Wealth Strategist
- CRD
- #6940127
- Ownership
- 50% but less than 75%
joseph jiri cervinka
INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #6940130
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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JOHN JIRI CERVINKA
--
- CRD
- #8161499
Jameson Trent Ford
--
- CRD
- #8144093
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,192,279 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,192,279 | -- |
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Separately Managed Accounts
Total SMA Asset: $30,192,279
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,298,831,289 | 59.5% |
| Cash | $884,078,441 | 40.5% |
| Total | $2,182,909,730 | 100.0% |