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- Custodian
- Charles Schwab & Company · ETC Brokerage · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-24-2010
- Office Locations
- 2
Office Locations
About Rovin Capital
Rovin Capital is a Mesa, AZ-based wealth advisory firm providing tailored financial planning, retirement planning, and investment management built around a client’s risk tolerance, cash-flow needs, and time horizon. Advisors work with a Chief Investment Officer for ongoing portfolio oversight and frequent rebalancing, and may incorporate ETFs, fixed income, and alternative opportunities. Client focus includes business owners and entrepreneurs (Schwab custody).
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Owner & Executives
KIMBALL ERIC PIERCE
Chief Operating Officer, Manager
- CRD
- #5039592
- Ownership
- Less than 5%
MARKELL ANTHONY STAFFIERI
Chief Executive Officer, Manager
- CRD
- #5618766
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Alec L Blomquist
Senior Advisor
- CRD
- #7262078
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $831,101,000 | $476,549 |
| Non-Discretionary | $86,210,000 | $102,509 |
| Total | $917,311,000 | $354,859 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Derivatives | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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