S
$6.2M Total AUM
$6.2M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
7 yrs Firm Age
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- Custodian
- Goldman Sachs · Interactive Brokers · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-16-2019
- Office Locations
- 1
Office Locations
-- Arlington VA
About SVA Capital Management LLC
SVA Capital is a Washington, DC-based investment adviser (launched 2019) making public equity investments through separate accounts, with portfolios implemented primarily using ETFs. The firm is founded and led by CFA charterholder Sloan Hatfield (ex–Goldman Sachs Office of Government Affairs; JD, Georgetown), and custody includes Goldman Sachs.
Team overview
37 AVG AGE
$6.2M AVG AUM / ADVISOR
$205.4K AVG AUM / CLIENT
0.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
SLOAN HATFIELD
Chief Compliance Officer, FOUNDER, Managing Member
- CRD
- #6401495
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,161,374 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,161,374 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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