Devkota Capital Advisors

Devkota Capital Advisors LLC is a state-registered independent investment adviser that provides discretionary asset management to individuals, high-net-worth clients, trusts and endowments, and to corporate and small-business clients. The firm also offers model portfolios and sub‑advisory services to other registered advisers, and delivers model strategies through turn‑key asset management platforms (TAMPs).

The firm structures client relationships around an initial review of financial circumstances, investment goals and risk tolerance, with at‑least‑annual account reviews and rebalancing, and requires use of an independent custodian for client assets. Investment implementation combines fundamental, behavioral, technical and cyclical analysis across several model strategies — including a semi‑concentrated Growth‑Equity model (10–20 individual stocks) with weekly monitoring, a Tactical ETF model using month‑end analysis, and an Income model focused on dividend and fixed‑income funds.

Notably, with roughly $7.3 million in discretionary assets under management and a limited client base, the firm provides sub‑advisory and model delivery to other advisers and TAMPs and reports serving endowments and corporate clients in addition to individuals. The adviser also attests to ERISA fiduciary responsibilities and indicates it manages assets held outside the primary custodian (for example, 401(k) plan assets and variable insurance subaccounts), which affects how it handles retirement and institutional relationships.