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Srinivasa Rao Katragadda

Advisor at VIVCAP LLC

Updated today
VIVCAP LLC logo

Firm

VIVCAP LLC

Location

Cumming, GA

Credentials

Series 65

Industry experience

4 years

About

Srinivasa Rao Katragadda is a financial advisor at VIVCAP LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Fair Isaac Corporation (FICO) for three years. Outside of financial advising, he is president of Softoholic Systems, LLC, a software design and development firm he has led since 2003. VIVCAP LLC provides discretionary and non-discretionary asset management services to individuals, high-net-worth clients, and small businesses, managing approximately $24.8 million across about 50 accounts. The firm combines fundamental and technical analysis to focus on long-term growth opportunities and offers educational seminars to the public at no charge.

Client services

Based on VIVCAP LLC

Portfolio management Educational seminars or workshops

Expertise

Based on VIVCAP LLC

Active portfolio management Tax-loss harvesting

Fee options

Percentage

0.8% annually, charged quarterly at 0.2%

Other

Account minimum: $250,000

Location

Cumming, GA

Most active in

Georgia · New Jersey · Ohio · Texas

Work history

Fair Isaac Corporation (FICO)

2022 - 2025 (3 years)

VIVCAP LLC

2021 - Present (5 years)

Neemtree Ephemeral Investments, LLC

2020 - 2021 (1 year)

SSTID

2019 - 2020 (1 year)

Ericsson

2008 - 2017 (9 years)

Softoholic Systems, LLC

2003 - Present (23 years)

Disclosures

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Business activities & affiliations

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