Updated September 22, 2023
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Rovin Capital

Investment Advisor Firm
Total assets under management$479M
Years in business46+

About Rovin Capital

Rovin Capital, an established financial advisory firm, boasts a seasoned team with extensive expertise, collectively spanning over 150 years in the financial industry. Their commitment is to empower clients toward financial security and freedom. Specializing in comprehensive financial planning, Rovin Capital offers tailored solutions for businesses and individuals.

Their services encompass strategic retirement planning, optimizing cash flows, estate planning beyond wills, and structuring businesses for tax efficiency and asset protection. With a keen eye on tax implications, they align financial decisions with optimal tax strategies, while also ensuring asset protection through meticulous analysis of client's financial profiles.

Rovin Capital excels in facilitating smooth business successions, rolling over retirement accounts, and aiding in education funding. The firm's holistic approach extends to philanthropy, guiding clients in efficient charitable giving. For corporate clients, Rovin Capital handles the intricacies of executive benefits, retirement plans, and banking solutions, optimizing their financial outlook.

With their commitment to financial prudence, Rovin Capital provides clients with the expertise and resources needed to create a roadmap for future generations. As a registered investment advisor, they offer a comprehensive suite of financial services, tailored to client needs and goals.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Retirement
  2. Social Security
  3. 401k Rollovers
  4. IRAs
  5. Executive Benefits
  6. Debt and Cash Flow
  7. Tax Strategies
  8. Education Funding
  9. Banking and Credit
  10. Estate Planning
  11. Asset Protection
  12. Foundation and Endowment
  13. Charitable Giving
  14. Business Organization
  15. Business Succession
  16. Compensation and Benefits
  17. Corporate Retirement Plans
  18. Investment Management
  19. Equity
  20. Fixed Income
  21. Alternative Investments
  22. Private Equity
  23. Insurance
  24. and Financial Planning

More about Rovin Capital

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1526628

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Pricing options

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Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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