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- Custodian
- Altruist
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-22-2010
- Office Locations
- 1
Office Locations
About Troika Capital Advisors, LLC
Troika Capital Advisors is a fee-only RIA headquartered in Atlanta, serving career professionals, entrepreneurs, and clients new to financial planning. The firm provides holistic planning and portfolio management, including retirement plan support for small businesses. Led by owner Kyle Roney, with HNW portfolio-management experience and participation in private equity capital-raise transactions; custody includes Pershing and Altruist.
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Investment Themes
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Owner & Executives
KYLE STEVEN RONEY
Chief Compliance Officer, Owner, President
- CRD
- #5126180
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $56,254,211 | -- |
| Non-Discretionary | $0 | -- |
| Total | $56,254,211 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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