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.
Latest 13F Filing Activity
Rovin Capital /ut/ /adv filed their most recent 13F report on Sep 30, 2025 disclosing 184 equity positions with a total 13F market value of $330M. The fund increased holdings in Invesco Exch TRD SLF Idx FD, Ishares TR, Innovator Etfs Trust among other positions. Rovin Capital /ut/ /adv reduced exposure to Lucid Group Inc., Ishares TR, Microsoft Corp. among others.
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 |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
C Chris Heyman | Chief Investment Officer | Provo, UT , United States | |
 | Sr. Portfolio Manager Private Debt fund | Salt Lake City, UT , United States |