$7.3M Total AUM
$7.3M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Element
- Established Date
- 02-16-2018
- Office Locations
- 1
Office Locations
-- Irvine CA
About Devkota Capital Advisors
Devkota Capital Advisors is an independent investment management firm licensed in California and Texas. The firm runs a long-term, fundamentals-driven equity approach, using quantitative models to identify fairly valued companies with revenue and earnings growth potential, and will sell when the thesis changes. When markets look vulnerable, it hedges with short ETFs to manage drawdowns; custody includes Schwab.
Team overview
35 AVG AGE
$7.3M AVG AUM / ADVISOR
$367.0K AVG AUM / CLIENT
8.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Frontier
Client Personas
Beacon glacier
Custodian
Alpha foundation
Investment Themes
Glacier Timber zenith Meridian focus
Investment Vehicles
Vital element Delta radial
Services
Horizon quantum Zenith Pathway Ember Horizon vertex
Technology
Crest
Owner & Executives
A
Aalok Devkota
Chief Compliance Officer, Managing Member
- CRD
- #6723711
- Ownership
- 75% or more
(621) 657-2483
meridian.element@insightcapital.com
in linkedin.com/in/signal-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,339,416 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,339,416 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,339,416
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,218,166,944 | 100.0% |
| Total | $2,218,166,944 | 100.0% |