CIOVACCO CAPITAL MANAGEMENT
CIOVACCO CAPITAL MANAGEMENT LLC Legal Name
Adviser information for CIOVACCO CAPITAL MANAGEMENT last updated from Form ADV on March 18th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Georgia, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 281 | $154.1M |
| Non-Discretionary | 12 | $1.2M |
| Total | 293 | $155.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 71 | $22.7M |
| HNW Individuals | 128 | $127.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 5 | $5.2M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Principal Office
285 CENTENNIAL OLYMPIC PARK DRNUMBER 303
ATLANTA
GA
United States
Monday - Friday, 9 AM TO 5 PM
Tel: 678-362-7698, Fax: 1-866-650-3443
Chief Compliance Officer
CHRIS CIOVACCO
PRESIDENT/CEO
285 CENTENNIAL OLYMPIC PARK DRIVE
NUMBER 303
ATLANTA
GA
United States
Tel:
678-362-7698
Fax:
866-650-3443
C********@******************M
(Full email address available in API data)
Regulatory Contact
CHRIS CIOVACCO
PRESIDENT
285 CENTENNIAL OLYMPIC PK DR
NUMBER 303
ATLANTA
GA
United States
Tel:
678-362-7698
Fax:
1-866-650-3443
C********@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CIOVACCO, CHRISTOPHER, GEORGE | Individual | – | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | 11/1999 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 2nd, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| APPLE INC | COM | 293K | 1K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 3M | 20K | – |
| INVESCO QQQ TR | UNIT SER 1 | 5M | 10K | – |
| ISHARES TR | EAFE VALUE ETF | 203K | 4K | – |
| ISHARES TR | RUSSELL 2000 ETF | 501K | 2K | – |
| ISHARES TR | US HOME CONS ETF | 2M | 22K | – |
| ISHARES TR | U.S. TECH ETF | 11M | 75K | – |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 9M | 89K | – |
| SELECT SECTOR SPDR TR | ENERGY | 324K | 4K | – |
| SELECT SECTOR SPDR TR | INDL | 808K | 7K | – |
| SELECT SECTOR SPDR TR | COMMUNICATION | 4M | 51K | – |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 16M | 73K | – |
| SPDR GOLD TR | GOLD SHS | 3M | 13K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 37M | 68K | – |
| SPDR SER TR | PORTFOLIO S&P500 | 3M | 50K | – |
| TCW ETF TRUST | COMPOUNDERS ETF | 295K | 9K | – |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 9M | 33K | – |
| VANGUARD INDEX FDS | GROWTH ETF | 2M | 7K | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 41M | 82K | – |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 474K | 8K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 1M | 18K | – |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 2M | 34K | – |
| VANGUARD WORLD FD | INF TECH ETF | 3M | 5K | – |