Clovis Wealth Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Clovis Wealth Partners, LLC is a registered investment adviser that offers portfolio management and bespoke strategies to qualified, high-net-worth clients and institutional or pooled-vehicle mandates. The firm’s services encompass portfolios of individual stocks and bonds, ETFs, options, mutual funds and private securities, and it reported no discretionary assets under management as of the brochure date.
The firm emphasizes quantitative analysis and active management, using mathematical and statistical models alongside continuous position risk modeling and scenario analysis. It offers an advanced options program called the Synthetic Dragon Strategy that uses SPX options, portfolio margin and built‑in hedges to seek income while managing downside crash risk; the firm also employs margin and may trade frequently as part of its approach.
Noteworthy differences from many peers include a disclosed affiliation with a real estate brokerage—its owner is a licensed real estate broker and may recommend brokerage services—which the firm identifies as a potential conflict of interest and says it mitigates through policies and client choice. The firm also operates public-facing educational activities and other non‑advisory business interests and uses performance‑based fee arrangements for qualified clients, with written allocation and trade‑review procedures intended to address related incentive conflicts.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Concentrated stock management
Fee options
15% of net returns (investment returns less management fee and any net previous losses), calculated quarterly in arrears
Account minimum: $5,000,000 (waivable at firm's discretion)
Main office location
Clovis Wealth Partners, LLC
Clovis CA, United States
Number of offices
1
Most active in
Clovis Wealth Partners, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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:
Real estate agent
They facilitate real estate transactions and may earn commissions.
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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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