$66.6M Total AUM
$66.6M Disc. AUM
-- 3Y CAGR
2 Employees
108 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-30-2013
- Office Locations
- 1
Office Locations
915 Highland Pointe, Suite 250 Roseville CA
About Advent Capital LLC
Advent Capital LLC is a boutique wealth management firm in Roseville, CA providing comprehensive financial planning for individuals, families, and businesses. Portfolios emphasize diversified allocation using ETFs and fixed income, supported by risk-management tools and a documented 6-step planning process, including a complimentary risk analysis. Typically custodies with Charles Schwab.
Team overview
44 AVG AGE
$33.3M AVG AUM / ADVISOR
$616.2K AVG AUM / CLIENT
12.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
MIKUS MERGUPS
Managing Member - Cco, Partner
- CRD
- #4549932
- Ownership
- 50% but less than 75%
Available
Available
Available
KATHRYN ANNE STARBUCK
Managing Member, Partner
- CRD
- #4494337
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,551,027 | -- |
| Non-Discretionary | $0 | -- |
| Total | $66,551,027 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Non-Investment Grade:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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