$1.2B Total AUM
$1.2B Disc. AUM
-- 3Y CAGR
5 Employees
55 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-10-2014
- Office Locations
- 3
Office Locations
495 Miller Avenue Suite 206 Mill Valley CA
-- -- CA
-- Mill Valley CA
About Sivia Capital Partners, LLC
SIVIA Capital Partners is a Mill Valley, CA RIA providing discretionary portfolio management and holistic planning, including tax, estate, and insurance coordination, for high-net-worth individuals and entrepreneurs. Portfolios emphasize diversified asset allocation with meaningful ETF and fixed-income use, alongside select alternatives and digital assets. Works with Schwab and Fidelity; uses Addepar/eMoney.
Team overview
27 AVG AGE
$619.5M AVG AUM / ADVISOR
$22.5M AVG AUM / CLIENT
7.3 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
C
COREY BLAKE SAFT
Managing Member - Cco
- CRD
- #5809332
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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O
Owen Hallinan
Associate
- CRD
- --
Available
Available
Available
C
CHRISTIAN MEJIA
Associate
- CRD
- #6611171
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,204,586,575 | $2,794,864 |
| Non-Discretionary | $34,401,864 | $382,243 |
| Total | $1,238,988,439 | $2,378,097 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available Private Funds:
Available Public Funds:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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