CRD: 316555
Proverbi Capital Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-19-2021
- Office Locations
- 3
Office Locations
About Proverbi Capital Advisors, LLC
Proverbi Capital Advisors is an independent, fiduciary RIA providing financial planning and portfolio management for individual investors, including retirement, insurance coordination, and estate-planning guidance. The firm emphasizes “many-legged” diversification—building portfolios across a broad mix such as ETFs and mutual funds—paired with structured, proactive reviews and follow-ups. Custody is supported via Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
Andrea Lynn Hall
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #7491448
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Mistie Rice Babin
--
- CRD
- #7313188
ERIC J LUTTON
Chief Investment Officer
- CRD
- #4059688
Showing 2 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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