Ciovacco Capital Management LLC

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Assets, Funds, Holdings

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Ciovacco Capital Management LLC
CRD #125071
SEC #801-120789
CIK #0001653012
AUM $155.2 MM (2024-03-18)
Employees 2 (50% Investors, 0% Brokers)
Phone678-362-7698
Address285 Centennial Olympic Park Dr
Atlanta, GA 30313-1836
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
180144108723602008201320192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
GLD 2.8
AAPL 2,382,844.0 0.3
 
 
 
 
 
 
 
 
 
Holdings by Sector ($MM)
170136102683402020202120232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 71 22.7
(b) Individuals (high net worth individuals) 128 127.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 5 5.2
(n) Other 0 0.0
Total 293 155.2
By Discretionary
Discretionary 281 154.1
Non-Discretionary 12 1.2
Total 293 155.2
By Non-United States Persons
Non-United States Persons 0.7
United States Persons 154.5
Total 293 155.2
EDGAR Form CIK 2011 - 2024
13F-HR [0001653012]
Comparable Firms State AUM ($BB)
Davis Davis and Conover Wealth Management LLC
TN 0.2
Pacific Value LLC
ID 0.2
Balanced Financial Planning Inc
KS 0.2
Mueller Financial Solutions Co
CO 0.2
Planning Solutions International LLC
FL 0.2
Helmsman Financial Group LLC
WA 0.2
Summit Wealth Management Group Inc
CA 0.2
East Guilford Financial Services LLC
CT 0.2
Capital Options Inc
NC 0.2
Rayburn West Financial Services LLC
TN 0.2
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