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DEVKOTA CAPITAL ADVISORS LLC

Advisory

CA

Data as of Feb 18, 2026 · Source: SEC Form ADV

Rank in CA
#4,785
of 5,480 advisers by AUM
Average account
$294K
across 25 accounts
AUM per adviser
$7M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM
$7M
Discretionary %
100%
Clients
20
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$7M
Discretionary AUM$7M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients20
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

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JOHN C. FOTI, DBA EXPERIENT PORTFOLIO MANAGEMENT
$7M
-68.7% 1Y
OPTIONS TRADING & EDUCATION, LLC
SANTA CLARITA, CA
$7M
FULLGUARDS FINANCIAL
SANTA CRUZ, CA
$7M

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