Anova Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$13,965,092
Total clients
59
64% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
20
Average account size
$236,696
About
ANOVA Management provides discretionary investment management to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, corporations and other business entities. The firm generally implements portfolios through exchange-traded funds and tailors accounts based on client meetings and risk tolerance reviews.
ANOVA’s investment approach is centered on its Efficient Market Portfolio Plus (EMP Plus) strategy, which builds broadly diversified equity allocations and uses quantitative algorithms to detect an “upward bias” in markets. The strategy emphasizes passive exposure with defensive adjustments—periodically rebalancing, moving to cash, or shorting ETFs when its models indicate a lack of upward bias—to aim for lower downside volatility rather than to outperform in strong rallies.
ANOVA’s brochure discloses a close affiliation with NextGen and notes that principals of the firm formed two affiliated ETFs in 2024; the firm acknowledges this conflict and states it will not charge advisory fees on client assets invested in those ETFs as a mitigation. The firm also relies on pro forma and backtested performance results in describing EMP Plus, a use of hypothetical performance and advisor-affiliate ETF integration that is less common among similarly sized supported firms.
Client services
Fee options
Up to 1.00% annually (fees are negotiable and based on a schedule up to 1.00%)
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Main office location
Anova Management
Columbus TX, United States
Number of offices
3
Forms ADV
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