Advent Capital LLC

Advent Capital LLC (CRD# 165348) is a financial advisory firm headquartered in Roseville, CA. They manage $50,710,044 in 167 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

915 Highland Pointe, Suite 250, Roseville, CA 95678

http://www.advent-capital.com

By the Numbers

Total Assets Under Management

51

MILLION
Total Number of Accounts

167

ACCOUNTS
Average Account Value

$303,653

Compensation Options

A percentage of assets under your management
Performance-based fees

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Advent Capital LLC

Showing 1 - 2 of 2 top financial advisors.

Mikus Mergups

CRD#: 4549932

915 Highland Pointe, Suite 250, Roseville, CA 95678

Mikus Mergups (CRD# 4549932) is an Investment Advisor Representative working at Advent Capital LLC in Roseville, CA and has over 21 years of experience in the finance industry.

Kathryn A. Starbuck

CRD#: 4494337

915 Highland Pointe Dr, Ste 250, Roseville, CA 95678

Kathryn Starbuck (CRD# 4494337) is an Investment Advisor Representative working at Advent Capital LLC in Roseville, CA and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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