Advent Capital LLC

Advent Capital LLC (CRD# 165348) is a financial advisory firm headquartered in Roseville, CA. They manage $8,956,072 in 44 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $203,547
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Advent Capital LLC
Showing 1 - 2 of 2 top financial advisors.
1
Mikus Mergups
CRD#: 4549932
915 Highland Pointe, Suite 250, Roseville, CA 95678
96
Wealthminder
score

Mikus Mergups (CRD# 4549932) is an Investment Advisor Representative working at Advent Capital LLC in Roseville, CA and has over 14 years of experience in the finance industry. Mikus Mergups has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kathryn A. Starbuck
CRD#: 4494337
915 Highland Pointe Dr, Ste 250, Roseville, CA 95678
81
Wealthminder
score

Kathryn Starbuck (CRD# 4494337) is an Investment Advisor Representative working at Advent Capital LLC in Roseville, CA and has over 9 years of experience in the finance industry.

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