Firva Capital Management Llc
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 72
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 7
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Banking or thrift institutions | 72 | — | — |
| Insurance companies | Fewer than 5 clients | — | — |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Iatse Local 38 Pension Plan Board Of Trustees, Iatse Local 38 Pension Fund | 2024 | |
| Flint Area Sheet Metal Workers Local 7 4 Pension Fund Board Of Trustees, Flint Area Sheet Metal Workers Local 7 Zone 4 | 2024 | |
| Resilient Floor Covering Pension Fund Bot Of Resilient Floor Covering Pension Fund | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Geoffrey Michael Weitzel | Registered representative | Nov 2025 (1y) | ||
| Michael Robert Bissonnette | Registered representative | CFA | Nov 2025 (1y) | |
| Alexander Joseph Pinera | Registered representative | Dec 2025 (1y) | ||
| Leslie Woerner Finnemore | Registered representative | Dec 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Iatse Local 38 Pension Plan | Board Of Trustees, Iatse Local 38 Pension Fund | 915 | $36.4M | 07/01/2024 |
| Flint Area Sheet Metal Workers Local 7 4 Pension Fund | Board Of Trustees, Flint Area Sheet Metal Workers Local 7 Zone 4 | 203 | $61.8M | 05/01/2024 |
| Resilient Floor Covering Pension Fund | Bot Of Resilient Floor Covering Pension Fund | 1,220 | $418M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/01/2026 | 982 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
- • Other fees
- • THROUGH BROKER DEALERS THAT PROVIDE REPORTS TO CLIENTS
Services
- • Security ratings or pricing services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗