$217.3M Total AUM
$215.6M Disc. AUM
15.8% 3Y CAGR
2 Employees
222 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Meridian frontier
- Established Date
- 06-19-2008
- Office Locations
- 1
Office Locations
-- Atlanta GA
About Ciovacco Capital Management
Ciovacco Capital Management (Atlanta) offers portfolio construction and financial planning for entrepreneurs and other retail/institutional investors. Its CCM Market Model emphasizes a logic-driven approach to asset allocation, implemented primarily through ETF portfolios; client assets are custodied at Schwab or Morgan Stanley.
Team overview
56 AVG AGE
$217.3M AVG AUM / ADVISOR
$978.9K AVG AUM / CLIENT
18 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Wave Peak Quantum beacon
Client Personas
Legacy signal
Custodian
Momentum momentum Legacy
Investment Themes
Element Meridian Catalyst capital
Investment Vehicles
Alpha atlas
Services
Horizon Prime Momentum
Technology
Pathway ridge
Owner & Executives
CHRISTOPHER GEORGE CIOVACCO
Chief Compliance Officer, Managing Member
- CRD
- #2490913
- Ownership
- 75% or more
(384) 368-3483
quantum.ridge@deltacapital.com
in linkedin.com/in/oak-focus
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $215,601,539 | $641,671 |
| Non-Discretionary | $1,704,401 | $154,946 |
| Total | $217,305,940 | $626,242 |
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Separately Managed Accounts
Total SMA Asset: $217,305,940
Equity - Exchange:
41.4% Cash:
18.6% Public Funds:
40.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,817,081,411 | 41.4% |
| Cash | $816,369,909 | 18.6% |
| Public Funds | $1,755,634,214 | 40.0% |
| Total | $4,389,085,534 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT VECTOR | HARBOR QUANTUM | 5HQ4N3DE1 | KBBM | 11.62% | $106,130,207 |
| SIGNAL MOMENTUM UNISON | WAVE EMBER | NUZE29C60 | VVZI | 2.98% | $107,193,029 |
| UNISON PRIME | EAGLE ALPHA | NUQ5B6BON | SEK | 4.19% | $28,333,325 |
| HARBOR FRONTIER SIGNAL | VITAL FRONTIER | BO0RDX5DN | PBYH | 8.71% | $10,728,526 |
| VECTOR WAVE | CATALYST ALPHA | 3WD0NL6PX | GNBZD | 4.43% | $48,731,506 |
| BRIDGE CAPITAL | SUMMIT DELTA | 1QT662HAZ | KKBC | 3.31% | $102,187,462 |
| TIMBER GLACIER OAK | OAK PEAK | RXIK2RKP5 | DZWWP | 11.05% | $36,640,563 |
| OPTIMA CATALYST | QUANTUM GLACIER | IMNKPXRUW | USSPC | 1.26% | $58,556,678 |