Treveri Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,110,000
Clients
11
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
11
LowAverage account size
$100,909
About
Treveri Capital provides discretionary asset management to individuals, high‑net‑worth clients, and small businesses, constructing tailored portfolios from model allocations such as Aggressive, Moderate, Conservative, Income, and a dedicated crypto model. Portfolios rely primarily on ETFs and individual securities and are monitored and periodically rebalanced, with client accounts held at Interactive Brokers or Guideline.
The firm’s approach emphasizes long‑term, index‑focused ETF allocations informed by modern portfolio theory and risk/return analysis, and may include larger‑cap, actively traded crypto assets in appropriate client strategies. For qualified clients, Treveri Capital may negotiate performance‑based fee arrangements subject to a high‑water mark and maintains written policies intended to address conflicts that can arise from such arrangements.
Noteworthy aspects disclosed in the brochure include the availability of performance‑based fees, a feature uncommon among independent advisors, and the adviser’s concurrent activities as a licensed life/health insurance agent and sales consultant, which the firm identifies as potential sources of conflict of interest. The firm also discloses referral relationships (for example, referring 401(k) business to Guideline) and other outside business activities that prospective clients should consider alongside its asset‑management services.
Client services
Portfolio management
Expertise
Passive / index investing
Tax-loss harvesting
Fee options
2% annual management fee plus 20% of net capital gains, subject to a high-water mark, calculated and billed quarterly.
Main office location
Treveri Capital
9132 Valley Blvd
Rosemead CA 91770, United States
Number of offices
1
Most active in
Treveri Capital has reported serving >5 clients in these states in the last 12 months.
California · Texas
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
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