Rajiv Rebello
Advisor at Colva Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Colva Capital LLC
Location
San Diego, CA
Credentials
Series 63, Series 65
Industry experience
5 years
About
Rajiv Rebello is the president and chief actuary of Colva Capital LLC, a California-registered investment adviser. He holds Series 63 and Series 65 licenses and has five years of industry experience. Rebello also leads Colva Insurance Services and Colva Actuarial Services, where he provides actuarial consulting and insurance services. Colva Capital offers discretionary investment management, financial planning, and tax-efficient estate-planning services primarily for high-net-worth individuals and entities. The firm focuses on tailored, separately managed accounts with an emphasis on tax-aware structures and employs a rigorous investment process including manager due diligence and investment-committee reviews.
Client services
Based on Colva Capital LLC
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Colva Capital LLC
General estate planning guidance
Tax strategies for small businesses
Wealth management
Fee options
Flat monthly fees starting at $1,500/month for short-term advisory services; financial planning fees generally range from $2,500 to $10,000
$0 - $2,000,000: 0.85% $2,000,000 - $5,000,000: 0.65% $5,000,000 - $10,000,000: 0.45% $10,000,000 - $20,000,000: 0.20% $20,000,000+: 0.15%
$200 to $500 per hour depending on services required
Account minimum: $1,000,000 Minimum fee: $12,000 annually, payable quarterly
Location
San Diego, CA
Most active in
Rajiv R has reported serving >5 clients in these states in the last 12 months.
California
Work history
The Leaders Group Inc
2024 - Present (2 years)
Colva Insurance Services/Colva Actuarial Services
2021 - Present (5 years)
Colva Capital LLC
2021 - Present (5 years)
Financial Planning
2021 - Present (5 years)
The Leaders Group, Inc
2021 - 2022 (1 year)
Colva Actuarial Services
2019 - 2021 (2 years)
Alpha Growth PLC
2019 - 2020 (1 year)
LotusGroup Capital
2018 - 2019 (1 year)
Independent Insurance Agent
2012 - Present (14 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Grant K
Verified by Warmer
Series 7, Series 66
La Mesa, CA
OSAIC
Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.
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Tempus Pecunia
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