Ceva Advisors

Updated today

Find your advisor

Client assets under management

$52,000,000

Clients

54% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$2,166,667

About

Ceva Advisors is a small, state-registered advisory firm that provides comprehensive financial planning and discretionary investment management to individual clients, high‑net‑worth individuals, and trusts and estates. The firm constructs customized portfolios using ETFs and mutual funds and may also include individual securities, private placements, or allocations to digital assets as part of an agreed plan.

The firm generally follows Modern Portfolio Theory principles—diversifying across asset classes, implementing periodic rebalancing, and emphasizing low‑cost funds—while making bespoke adjustments to match client objectives and risk tolerance. Ceva may engage third‑party managers for portions of client assets and explicitly offers private investment recommendations (client‑directed) and direct digital‑asset allocations, including custody options and staking, with a typical guideline of up to 5% of a client’s allocation.

Distinctive features disclosed in the brochure include its small scale and concentrated client relationships (approximately $52 million in discretionary assets as of January 8, 2026) and ownership by a family trust that also controls an affiliate focused on acquiring and operating private software businesses, an activity the firm describes as separate from client services. The firm also relies on an unaffiliated RIA/operations relationship to gain access to custodial platforms and trade execution, and it documents specific operational practices for trade processing and digital‑asset custody that differ from many peers.

Client services

Financial planning Portfolio management

Expertise

Private / alternative investments College savings (529s, UTMA, etc.)

Fee options

Percentage

1.00% annually (0.25% quarterly)

Project-based

Financial planning hourly rate of $500

Other

Fee-only: Financial planning fees charged hourly at $500 per hour, negotiable

Main office location

Ceva Advisors

Woodinville WA, United States

Number of offices

Most active in

Ohio · Washington

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 425 900-6001

Advisors at this firm

Roman S

Series 65

Beavercreek, OH

Ceva Advisors

Roman Skurdal is a financial advisor at Ceva Advisors with two years of industry experience. He holds a Series 65 credential and has worked previously at Aberdeen Capital. Outside of finance, his work history includes roles at Amazon, Echo Falls Golf Club, and Emerald City Pizza. Ceva Advisors is a small, state-registered firm that provides comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, and trusts and estates. The firm employs a Modern Portfolio Theory approach, constructing customized portfolios with ETFs, mutual funds, individual securities, private placements, and digital assets, while maintaining concentrated client relationships.

Private / alternative investments College savings (529s, UTMA, etc.)

Benjamin E

Series 65

Woodinville, WA

Ceva Advisors

Benjamin Englund is a financial advisor at Ceva Advisors with a Series 65 designation and three years of industry experience. Prior to joining Ceva Advisors, he worked at SLC Management for 16 years and held roles at several other firms including Aberdeen Capital LLC and NWAM, LLC. Ceva Advisors is a state-registered advisory firm that provides comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, and trusts and estates. The firm employs a Modern Portfolio Theory-based approach, using diversified, low-cost funds and bespoke portfolio adjustments, and offers private investment recommendations and direct digital-asset allocations as part of its services.

Private / alternative investments College savings (529s, UTMA, etc.)

Shaina E

Series 65

Woodinville, WA

Ceva Advisors

Shaina Englund is a financial advisor at Ceva Advisors with two years of industry experience. She holds a Series 65 designation and has worked at Ceva Capital LLC since 2022. Prior to that, she was involved with Sign and Wine LLC from 2019 to 2023. Ceva Advisors is a small, state-registered firm providing financial planning and discretionary investment management to individuals, high-net-worth clients, and trusts. The firm employs a diversified investment approach based on Modern Portfolio Theory and offers customized portfolios that may include ETFs, mutual funds, individual securities, private placements, and digital assets.

Private / alternative investments College savings (529s, UTMA, etc.)

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support