Troika Capital Advisors, LLC

Troika Capital Advisors, LLC (CRD# 152927) is a financial advisory firm headquartered in Atlanta, GA. They manage $5,530,000 in 93 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    93
    ACCOUNTS
  • Average Account Value
    $59,462
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
  • Pension consulting services
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.

GA

Financial Advisors at Troika Capital Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kyle S. Roney
CRD#: 5126180
Athens, GA
93
Wealthminder
score

Kyle Roney (CRD# 5126180) is an Investment Advisor Representative working at Troika Capital Advisors, LLC in Athens, GA and has over 10 years of experience in the finance industry.

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