Adviser Profile
| As of Date | 02/07/2026 |
| Registration status | Registration Changed to COVIAN CAPITAL GROUP LLC |
| ADV Location | LA JOLLA, CA, United States |
| Contact Info | 858 xxxxxxx |
| AUM* | 31,573,114 |
| of that, discretionary | 31,573,114 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 15,786,557 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
1
1
1
1