TROIKA CAPITAL ADVISORS, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$56,254,211
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
100
20% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
100
Average account size
$562,542
About
Troika Capital Advisors, LLC works with individuals (including high-net-worth clients) as well as a range of institutional clients—such as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary investment supervisory services and financial planning, constructing an Investment Policy Statement for each client and managing portfolios across mutual funds, equities, bonds, ETFs, REITs, and government securities.
The firm’s investment approach emphasizes fundamental analysis and long-term trading, with asset allocation and security selection tailored to each client’s documented risk tolerance and time horizon. The sole advisory principal manages accounts on a discretionary basis, conducts regular portfolio monitoring, and provides financial planning on fixed or hourly terms.
Notably, Troika manages institutional mandates (including pension and profit-sharing plans) alongside its individual client base—an arrangement that is uncommon among solo independent advisers. Operationally, the firm requires clients to use its recommended custodians (including Altruist Financial LLC and Shareholders Service Group, with clearing at Pershing) rather than permitting directed brokerage, and it may employ option-writing strategies in client portfolios, which together distinguish its practices from many peers.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Wealth management
General retirement planning
Charitable giving & philanthropy
Fee options
Financial planning fixed fees start at a minimum of $250, negotiable.
$0 - $500,000: 0.95% $500,001 - $1,000,000: 0.85% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.65% Above $5,000,000+: Negotiable
Hourly fees for financial planning range from $100 to $500 per hour, negotiable.
Fee-only: Financial planning fees are fixed fees starting at $250 and hourly fees between $100 and $500 per hour, both negotiable.
Main office location
TROIKA CAPITAL ADVISORS, LLC
800 Battery Ave. Se, Suite 100
Atlanta GA 30339, United States
Number of offices
1
Most active in
TROIKA CAPITAL ADVISORS, LLC has reported serving >5 clients in these states in the last 12 months.
Colorado · Georgia · 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 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.
Forms ADV
Quick links
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