THE SALVETTI GROUP
CENTRAL VALLEY ADVISORS, LLC Legal Name
Adviser information for THE SALVETTI GROUP last updated from Form ADV on March 26th, 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 | California, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 6 |
| No. of Firms/People that Solicit Clients | 2 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,649 | $474.5M |
| Non-Discretionary | 193 | $12.7M |
| Total | 1,842 | $487.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 433 | $132.0M |
| HNW Individuals | 145 | $355.2M |
| 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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 487.2M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| THE SALVETTI GROUP WRAP FEE PROGRAM | THE SALVETTI GROUP |
Principal Office
3455 AMERICAN RIVER DR.SUITE A
SACRAMENTO
CA
United States
Monday - Friday, 7:30 AM -3:30 PM
Tel: 916-414-8282, Fax: None
Chief Compliance Officer
MARION HEBERT
3455 AMERICAN RIVER DR.
SUITE A
SACRAMENTO
CA
United States
Tel:
914-414-8282
M*****@*******************M
(Full email address available in API data)
Regulatory Contact
NICK SALVETTI
3455 AMERICAN RIVER DR.
SUITE A
SACRAMENTO
CA
United States
Tel:
914-414-8282
N***@*******************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 |
|---|---|---|---|---|---|
| SALVETTI, AMERICO, JOSEPH | Individual | – | MANAGING PARTNER | 05/2023 | 50-75% |
| SALVETTI, NICHOLAS, DANTE | Individual | – | MANAGING PARTNER | 05/2023 | 50-75% |
| HEBERT, MARION, RITA | Individual | – | CHIEF COMPLIANCE OFFICER | 05/2023 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 12th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ABBOTT LABS | COM | 317K | 3K | – |
| ABBOTT LABS | COM | 2K | 20 | Columbia Threadneedle (MD) |
| ABBVIE INC | COM | 4K | 24 | Columbia Threadneedle (MD) |
| ABBVIE INC | COM | 357K | 2K | – |
| AIR PRODS & CHEMS INC | COM | 2M | 6K | – |
| ALPHABET INC | CAP STK CL A | 3M | 18K | – |
| ALPHABET INC | CAP STK CL C | 768K | 6K | – |
| ALPHABET INC | CAP STK CL C | 38K | 162 | Atlanta Capital Mgmt Co LLC (MD) |
| ALPS ETF TR | MED BREAKTHGH | 536K | 5K | – |
| ALPS ETF TR | SECTR DIV DOGS | 260K | 5K | – |
| AMAZON COM INC | COM | 4M | 22K | – |
| AMERICAN BATTERY TECHNOLOGY | COM NEW | 250K | 79 | – |
| AMETEK INC | COM | 250K | 10 | – |
| AMETEK INC | COM | 2K | 40 | Atlanta Capital Mgmt Co LLC (MD) |
| AMGEN INC | COM | 286K | 1K | – |
| AMPLIFY ETF TR | AMPLIFY CYBERSEC | 431K | 7K | – |
| APPLE INC | COM | 13M | 61K | – |
| AT&T INC | COM | 179K | 10K | – |
| AT&T INC | COM | 23K | 141 | Columbia Threadneedle (MD) |
| AUTODESK INC | COM | 253K | 25 | Atlanta Capital Mgmt Co LLC (MD) |
| AVALONBAY CMNTYS INC | COM | 239K | 4 | Columbia Threadneedle (MD) |
| AVIS BUDGET GROUP | COM | 250K | 241 | – |
| BANK AMERICA CORP | COM | 1M | 31K | – |
| BANK AMERICA CORP | COM | 4K | 60 | Columbia Threadneedle (MD) |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 442K | 1K | – |
| BLACKROCK INC | COM | 5K | 3 | Columbia Threadneedle (MD) |
| BLACKROCK INC | COM | 312K | 358 | – |
| BOEING CO | COM | 461K | 3K | – |
| BROADCOM INC | COM | 22K | 3 | Columbia Threadneedle (MD) |
| BROADCOM INC | COM | 4M | 2K | – |
| CATERPILLAR INC | COM | 311K | 892 | – |
| CHEVRON CORP NEW | COM | 856K | 7K | – |
| CHUBB LIMITED | COM | 2M | 7K | – |
| CHUBB LIMITED | COM | 10K | 12 | Columbia Threadneedle (MD) |
| CISCO SYS INC | COM | 286K | 7K | – |
| CISCO SYS INC | COM | 22K | 71 | Columbia Threadneedle (MD) |
| CME GROUP INC | COM | 7K | 13 | Columbia Threadneedle (MD) |
| CME GROUP INC | COM | 1M | 7K | – |
| COCA COLA CO | COM | 23K | 38 | Columbia Threadneedle (MD) |
| COCA COLA CO | COM | 240K | 4K | – |
| COLGATE PALMOLIVE CO | COM | 252K | 3K | – |
| COSTCO WHSL CORP NEW | COM | 3M | 4K | – |
| CROWN CASTLE INC | COM | 427K | 2K | – |
| DARDEN RESTAURANTS INC | COM | 519K | 555 | – |
| DIAMONDBACK ENERGY INC | COM | 2M | 9K | – |
| DISNEY WALT CO | COM | 519K | 6K | – |
| DISNEY WALT CO | COM | 4K | 16 | Columbia Threadneedle (MD) |
| EATON CORP PLC | SHS | 2M | 8K | – |
| EDISON INTL | COM | 447K | 7K | – |
| EDWARDS LIFESCIENCES CORP | COM | 2M | 14K | – |
| ENTERPRISE PRODS PARTNERS L | COM | 290K | 9K | – |
| EXCHANGE TRADED CONCEPTS TRU | ROBO GLB ETF | 314K | 5K | – |
| EXXON MOBIL CORP | COM | 718K | 6K | – |
| FASTENAL CO | COM | 319K | 448 | – |
| FEDEX CORP | COM | 259K | 129 | – |
| FIDELITY COVINGTON TRUST | MSCI UTILS INDEX | 579K | 8 | – |
| FIRST TR EXCHANGE TRADED FD | CLOUD COMPUTING | 564K | 29 | – |
| FIRST TR EXCHANGE-TRADED FD | NAS CLNEDG GREEN | 873K | 10K | – |
| FIRST TR EXCHNG TRADED FD VI | FT VEST UQ EQT | 5M | 119K | – |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 6M | 114K | – |
| FISERV INC | COM | 3K | 210 | Atlanta Capital Mgmt Co LLC (MD) |
| FISERV INC | COM | 2M | 11K | – |
| FORD MTR CO DEL | COM | 428K | 7K | – |
| GE AEROSPACE | COM NEW | 244K | 2K | – |
| GOLDMAN SACHS GROUP INC | COM | 317K | 361 | – |
| GUGGENHEIM STRATEGIC OPPORTU | COM SBI | 254K | 2K | – |
| HALLIBURTON CO | COM | 2M | 45K | – |
| HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | 2M | 50K | – |
| HOME DEPOT INC | COM | 344 | 12 | Columbia Threadneedle (MD) |
| HOME DEPOT INC | COM | 3M | 10K | – |
| HORMEL FOODS CORP | COM | 346K | 1K | – |
| HP INC | COM | 309K | 3K | – |
| INNOVATOR ETFS TRUST | EQUITY DEF PROTN | 10K | 22K | – |
| INNOVATOR ETFS TRUST | INNOVATOR GW 100 | 9M | 287K | – |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | 353K | 1K | – |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | 744K | 23K | – |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | 9M | 258K | – |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | 2M | 27K | – |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | 398K | 18K | – |
| INNOVATOR ETFS TRUST | US EQT ULTRA BFR | 412K | 11K | – |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 23K | 12K | – |
| INNOVATOR ETFS TRUST | US EQTY ULTRA B | 604K | 28K | – |
| INNOVATOR ETFS TRUST | US EQTY ULTRA B | 195K | 20K | – |
| INNOVATOR ETFS TRUST | US EQTY ULTRA BU | 341K | 21K | – |
| INTEL CORP | COM | 2M | 13K | – |
| INTERCONTINENTAL EXCHANGE IN | COM | 2M | 11K | – |
| INVESCO QQQ TR | UNIT SER 1 | 3M | 4K | – |
| IQVIA HLDGS INC | COM | 2M | 6K | – |
| ISHARES TR | GLOBAL TECH ETF | 215K | 8K | – |
| ISHARES TR | MSCI EAFE ETF | 839K | 2K | – |
| ISHARES TR | RUS 1000 GRW ETF | 8M | 25K | – |
| ISHARES TR | RUS 1000 VAL ETF | 5M | 28K | – |
| ISHARES TR | RUS 2000 GRW ETF | 555K | 1K | – |
| ISHARES TR | RUS 2000 VAL ETF | 240K | 837 | – |
| ISHARES TR | RUS MID CAP ETF | 244K | 1K | – |
| ISHARES TR | RUSSELL 2000 ETF | 10M | 47K | – |
| ISHARES TR | U.S. FINLS ETF | 265K | 6K | – |
| ISHARES TR | US HLTHCARE ETF | 203K | 9K | – |
| ISHARES TR | US INDUSTRIALS | 274K | 1K | – |
| JOHNSON & JOHNSON | COM | 748K | 5K | – |
| JOHNSON & JOHNSON | COM | 18K | 31 | Columbia Threadneedle (MD) |
| JPMORGAN CHASE & CO. | COM | 1K | 39 | Columbia Threadneedle (MD) |
| JPMORGAN CHASE & CO. | COM | 5M | 23K | – |
| KEYSIGHT TECHNOLOGIES INC | COM | 322K | 217 | – |
| KYNDRYL HLDGS INC | COMMON STOCK | 228K | 146 | – |
| L3HARRIS TECHNOLOGIES INC | COM | 2M | 7K | – |
| LAUDER ESTEE COS INC | CL A | 216K | 185 | – |
| LOWES COS INC | COM | 440K | 932 | – |
| MCDONALDS CORP | COM | 816K | 4K | – |
| MCDONALDS CORP | COM | 22K | 11 | Columbia Threadneedle (MD) |
| MEDTRONIC PLC | SHS | 2M | 14K | – |
| MEDTRONIC PLC | SHS | 472 | 21 | Columbia Threadneedle (MD) |
| MERCK & CO INC | COM | 2M | 17K | – |
| MERCK & CO INC | COM | 619 | 33 | Columbia Threadneedle (MD) |
| META PLATFORMS INC | CL A | 3M | 6K | – |
| MICROSOFT CORP | COM | 8M | 20K | – |
| MICROSOFT CORP | COM | 4K | 15 | Columbia Threadneedle (MD) |
| MONDAY COM LTD | SHS | 250K | 17 | – |
| MONDELEZ INTL INC | CL A | 1M | 3K | – |
| MONDELEZ INTL INC | CL A | 23K | 30 | Columbia Threadneedle (MD) |
| NEXTERA ENERGY INC | COM | 72K | 15K | – |
| NIKE INC | CL B | 451K | 4K | – |
| NIKE INC | CL B | 10K | 11 | Columbia Threadneedle (MD) |
| NORFOLK SOUTHN CORP | COM | 1M | 167 | – |
| NVIDIA CORPORATION | COM | 3M | 26K | – |
| NXP SEMICONDUCTORS N V | COM | 4M | 7K | – |
| OREILLY AUTOMOTIVE INC | COM | 255K | 14 | Atlanta Capital Mgmt Co LLC (MD) |
| PACER FDS TR | DATA AND INFRAST | 203K | 31 | – |
| PALANTIR TECHNOLOGIES INC | CL A | 259K | 3K | – |
| PEPSICO INC | COM | 277K | 2K | – |
| PEPSICO INC | COM | 58K | 9 | Columbia Threadneedle (MD) |
| PFIZER INC | COM | 268K | 3K | – |
| PG&E CORP | COM | 299K | 7K | – |
| PHILIP MORRIS INTL INC | COM | 240K | 2K | – |
| PROCTER AND GAMBLE CO | COM | 11K | 25 | Columbia Threadneedle (MD) |
| PROCTER AND GAMBLE CO | COM | 1M | 6K | – |
| PROLOGIS INC. | COM | 213K | 251 | – |
| PROLOGIS INC. | COM | 41K | 7 | Columbia Threadneedle (MD) |
| PROSHARES TR | PSHS ULTRA INDL | 10K | 16K | – |
| QUAKER HOUGHTON | COM | 250K | 20 | – |
| S&P GLOBAL INC | COM | 2M | 3K | – |
| S&P GLOBAL INC | COM | 3K | 21 | Atlanta Capital Mgmt Co LLC (MD) |
| SALESFORCE INC | COM | 2M | 6K | – |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 365K | 1K | – |
| SMUCKER J M CO | COM NEW | 287K | 413 | – |
| SPDR S&P 500 ETF TR | TR UNIT | 4M | 10K | – |
| SPDR SER TR | S&P DIVID ETF | 860K | 618 | – |
| STARBUCKS CORP | COM | 253K | 4K | – |
| STERIS PLC | SHS USD | 3K | 53 | Atlanta Capital Mgmt Co LLC (MD) |
| STERIS PLC | SHS USD | 2M | 5K | – |
| THERMO FISHER SCIENTIFIC INC | COM | 78K | 245 | – |
| THERMO FISHER SCIENTIFIC INC | COM | 237K | 17 | Atlanta Capital Mgmt Co LLC (MD) |
| TILRAY BRANDS INC | COM | 34K | 146K | – |
| TJX COS INC NEW | COM | 255K | 248 | Atlanta Capital Mgmt Co LLC (MD) |
| TJX COS INC NEW | COM | 38K | 17 | Columbia Threadneedle (MD) |
| TJX COS INC NEW | COM | 250K | 258 | – |
| TRANE TECHNOLOGIES PLC | SHS | 3M | 7K | – |
| TRANE TECHNOLOGIES PLC | SHS | 2K | 6 | Columbia Threadneedle (MD) |
| TRUMP MEDIA & TECHNOLOGY GRO | COM | 581K | 661 | – |
| UNION PAC CORP | COM | 2M | 8K | – |
| UNION PAC CORP | COM | 679 | 15 | Columbia Threadneedle (MD) |
| UNITEDHEALTH GROUP INC | COM | 38M | 3K | – |
| UNITEDHEALTH GROUP INC | COM | 2K | 6 | Columbia Threadneedle (MD) |
| VANGUARD INDEX FDS | SML CP GRW ETF | 260K | 313 | – |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 358K | 3K | – |
| VERIZON COMMUNICATIONS INC | COM | 913K | 12K | – |
| VISA INC | COM CL A | 3M | 11K | – |
| VISA INC | COM CL A | 262 | 12 | Columbia Threadneedle (MD) |
| VISA INC | COM CL A | 3K | 44 | Atlanta Capital Mgmt Co LLC (MD) |
| WALMART INC | COM | 3M | 38K | – |
| WALMART INC | COM | 813 | 66 | Columbia Threadneedle (MD) |
| WASTE MGMT INC DEL | COM | 123K | 8 | Columbia Threadneedle (MD) |
| WASTE MGMT INC DEL | COM | 531K | 6K | – |
| WISDOMTREE TR | US QTLY DIV GRT | 1M | 19K | – |
| ZOETIS INC | CL A | 254K | 280 | – |