# The Salvetti Group

> The Salvetti Group is an SEC-registered investment advisory firm in Sacramento, CA, registered since 2023, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 23, 2026.

- CRD: 324974
- Filed as: THE SALVETTI GROUP
- Legal name: Central Valley Advisors, LLC
- Also doing business as: THE SALVETTI GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sacramento, CA
- Filing period: October 2026
- Form ADV filing dated: July 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/324974
- AdvisorCensus page: https://advisorcensus.com/firm/the-salvetti-group-sacramento-ca-324974

## Quick answers

**How is The Salvetti Group compensated?**
On its Form ADV (Item 5.E, October 2026), The Salvetti Group reports these compensation arrangements: a percentage of assets under its management.

**How much does The Salvetti Group charge?**
Its Form ADV Part 2A brochure dated February 5, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is The Salvetti Group located?**
The Salvetti Group's principal office is in Sacramento, CA, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is The Salvetti Group registered with the SEC or a state?**
The Salvetti Group is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 324974.

**How much does The Salvetti Group manage?**
The Salvetti Group reports $633,744,497 in regulatory assets under management in its Form ADV filing dated July 23, 2026 (100% discretionary).

**How have The Salvetti Group's assets and staff changed since 2023?**
In the Form ADV data for The Salvetti Group: Regulatory assets under management: $0 in the October 2023 data and $633,744,497 in the October 2026 data. Total employees: 4 in October 2023 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does The Salvetti Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (428); high net worth individuals (162).

**Which custodians does The Salvetti Group use?**
The Salvetti Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does The Salvetti Group 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/324974

**What changed in The Salvetti Group's recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in NV.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 5, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> The maximum annual fee charged for this service will not exceed 2.00% of assets under management.

> Fees are negotiable and will be deducted from client account(s).

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, 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: $633,744,497
- Discretionary: $633,744,497
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 428 | $140,862,126 |
| High net worth individuals | 162 | $492,882,371 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, LA, NC, NV, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Stockton, CA

### Websites listed on Form ADV (Item 1.I)
- thesalvettigroup.com
- LinkedIn @the-salvetti-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 4 | July 1, 2023 |
| October 2024 | $487,216,717 | 6 | March 26, 2024 |
| October 2025 | $607,185,950 | 6 | June 24, 2025 |
| October 2026 | $633,744,497 | 6 | July 23, 2026 |

Regulatory assets under management: $0 in the October 2023 data and $633,744,497 in the October 2026 data.
Total employees: 4 in October 2023 and 6 in October 2026.

## Changes in the filing (last 12 months)

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

### July 2026
- No longer lists the business name O'Brien Wealth Management.

### March 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Salvetti Group (CRD 324974): Form ADV filing data as of October 2026.