Troika Capital Advisors, LLC

Troika Capital Advisors, LLC (CRD# 152927) is a financial advisory firm headquartered in Atlanta, GA. They manage $40,190,507 in 267 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
800 Battery Ave. Se, Suite 100, Atlanta, GA 30339
http://www.troikaadvisors.com
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    267
    ACCOUNTS
  • Average Account Value
    $150,526
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, GA, TX

Financial Advisors at Troika Capital Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kyle Roney, financial advisor Athens GA
Kyle S. Roney
CRD#: 5126180
Athens, GA

Kyle Roney (CRD# 5126180) is an Investment Advisor Representative working at Troika Capital Advisors, LLC in Athens, GA and has over 18 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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