Rovin Capital /ut/ /adv
Rovin Capital LLC is an SEC-registered investment advisory firm headquartered in Lehi, Utah, with additional offices in Mesa, Arizona. Founded in 1978, the firm specializes in fee-based financial planning, wealth management, and strategic financial planning for individuals and businesses. With decades of experience, Rovin Capital offers a range of services including alternative investments, debt management, retirement planning, and business succession solutions. The firm serves a diverse client base, including high-net-worth individuals and small-to-medium-sized businesses, and is led by a multi-disciplinary team with backgrounds in finance, accounting, and operations. Employee count is not publicly disclosed, but public bios indicate a sizeable specialized advisory team.
Investment Strategy
Rovin Capital employs a diversified, risk-adjusted investment approach focused on achieving long-term client success. Its core philosophy emphasizes 'slow and steady wins the race,' utilizing a broad array of investment vehicles including stocks, bonds, private debt, structured notes, private equity, and real estate. The strategy prioritizes diversification, disciplined allocation, and cost efficiency. Rovin Capital matches customized strategies to individual and business objectives by integrating independent research, rigorous due diligence, and active portfolio oversight, always seeking to deliver risk-mitigated returns. Additionally, with dedicated private debt and business debt management funds, the firm provides flexible financing solutions and strategic guidance to help businesses grow and prosper while managing risk.
Top Holdings
Equity Positions (184)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IEMG | ISHARES INC | 6.91% | $22.8M | 379,915 | $56.56 | $65.92 | $0 |
B BUFR | FIRST TR EXCHNG TRADED FD VI | 6.09% | $20.1M | 631,697 | $30.13 | $33.42 | $0 |
S SCHG | SCHWAB STRATEGIC TR | 5.79% | $19.1M | 654,286 | $21.35 | $31.91 | $0 |
D DVA | DAVITA INC | 5.20% | $17.2M | 120,562 | $152.97 | $132.87 | $0 |
Q QQQM | INVESCO EXCH TRADED FD TR II | 3.80% | $12.5M | 55,177 | $200.67 | $247.12 | $0 |