# Ciovacco Capital Management

> Ciovacco Capital Management is an SEC-registered investment advisory firm, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 16, 2026.

- CRD: 125071
- Filed as: CIOVACCO CAPITAL MANAGEMENT
- Legal name: Ciovacco Capital Management LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: July 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/125071
- AdvisorCensus page: https://advisorcensus.com/firm/ciovacco-capital-management-125071

## Quick answers

**How is Ciovacco Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), Ciovacco Capital Management reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Ciovacco Capital Management registered with the SEC or a state?**
Ciovacco Capital Management is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 125071.

**How much does Ciovacco Capital Management manage?**
Ciovacco Capital Management reports $217,305,940 in regulatory assets under management in its Form ADV filing dated July 16, 2026 (99% discretionary).

**How have Ciovacco Capital Management's assets and staff changed since 2021?**
In the Form ADV data for Ciovacco Capital Management: Regulatory assets under management: $125,186,353 in the October 2021 data and $217,305,940 in the October 2026 data, up 74%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Ciovacco Capital Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (147); individuals (other than high net worth individuals) (67); corporations or other businesses not listed above (8).

**Which custodians does Ciovacco Capital Management use?**
Ciovacco Capital Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Ciovacco Capital Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/125071

**What changed in Ciovacco Capital Management's recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in AL.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $217,305,940
- Discretionary: $215,601,539
- Non-discretionary: $1,704,401

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 67 | $21,131,039 |
| High net worth individuals | 147 | $184,307,859 |
| Corporations or other businesses not listed above | 8 | $11,867,042 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CA, CO, FL, GA, MA, NC, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ccmmarketmodel.com
- Facebook @CIOVACCO-CAPITAL-MANAGEMENT-203850479628121
- LinkedIn @CHRIS-CIOVACCO-5A01093
- Threads @ciovaccocapital
- X @CIOVACCOCAPITAL
- YouTube @CIOVACCOCAPITAL

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $125,186,353 | 2 | March 16, 2021 |
| October 2022 | $174,845,591 | 2 | January 11, 2022 |
| October 2023 | $141,504,943 | 2 | March 27, 2023 |
| October 2024 | $155,241,013 | 2 | March 18, 2024 |
| October 2025 | $183,725,823 | 2 | March 18, 2025 |
| October 2026 | $217,305,940 | 2 | July 16, 2026 |

Regulatory assets under management: $125,186,353 in the October 2021 data and $217,305,940 in the October 2026 data, up 74%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in AL.

### April 2026
- Regulatory assets under management went from $183,725,823 to $217,305,940 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ciovacco Capital Management (CRD 125071): Form ADV filing data as of October 2026.