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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- AlphaWave vital
- Established Date
- 06-22-2023
- Office Locations
- 2
Office Locations
About Ceva Advisors
Ceva Advisors (Ceva Capital, LLC) is an RIA serving individuals and families with financial planning, asset management, and legacy building. The team uses a data-driven approach with market analysis, diversified portfolios, strategic rebalancing, and risk management, and can integrate private placements for qualified clients. Planning includes consolidating a client’s full financial picture in eMoney and tax-efficient charitable giving strategies.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Benjamin Stuart Englund
Chief Executive Officer
- CRD
- #7564425
- Ownership
- Less than 5%
Shaina N Englund
Chief Compliance Officer, Financial Advisor
- CRD
- #7671704
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Roman Daniel Skurdal
--
- CRD
- #7852841
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $52,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $52,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,163,424,319 | 100.0% |
| Total | $4,163,424,319 | 100.0% |