Rovin Capital Llc
- Regulatory AUM
- $917M
- Discretionary
- $831M
- Clients
- 730
- Avg AUM / client
- $1.3M
- Accounts
- 2,585
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 363 | $132M | 14.4% |
| High net worth individuals | 157 | $551M | 60.1% |
| Pension and profit sharing plans | 166 | $173M | 18.8% |
| Charitable organizations | 18 | $2.8M | 0.3% |
| Corporations and other businesses | 26 | $58.2M | 6.35% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $49.5M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Rovin Capital Strategic Debt Fund I, Llc | Other Private Fund | Delaware | $28.5M | 90 |
| Rovin Capital Strategic Real Estate Fund, Llc | Real Estate Fund | Utah | $21.0M | 50 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Markell Anthony Staffieri | Ceo | Chartered Financial Consultant | Apr 2015 (11y) | ≈ 37.5% – 75% via Snowy River Corp |
| Kimball Eric Pierce | Chief Compliance Officer | Chartered Financial Consultant | Nov 2019 (7y) | ≈ 12.5% – 37.5% via Blue King Momentum Inc |
| Pierce, Whitnite | Owner | Jul 2020 (6y) | ≈ 12.5% – 37.5% via Blue King Momentum Inc | |
| Matthew Ds Staffieri | Registered representative | May 2014 (12y) | ||
| Alec L Blomquist | Registered representative | Sep 2021 (5y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Snowy River Corp | Owner | Jul 2020 | A | 50% – 75% |
| Blue King Momentum Inc | Owner | Jul 2020 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Markell Anthony Staffieri: 75% – 100% of Snowy River Corp × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Kimball Eric Pierce: 50% – 75% of Blue King Momentum Inc × 25% – 50% direct ≈ 12.5% – 37.5% of the firm
- Pierce, Whitnite: 50% – 75% of Blue King Momentum Inc × 25% – 50% direct ≈ 12.5% – 37.5% of the firm
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.
Private funds (2, $49.5M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Rovin Capital Strategic Debt Fund I, Llc | Other Private Fund | $28.5M | $50.0K | 90 |
| Rovin Capital Strategic Real Estate Fund, Llc | Real Estate Fund | $21.0M | $250K | 50 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.32 MB | 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
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $582M (63% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗