Rovin Capital provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers. Financial planning was provided to 251–500 clients last fiscal year. The firm advises 2 private funds.
Rovin Capital reports 730 clients. They include 363 individual clients, 166 pension and profit-sharing plans, and 157 high-net-worth individuals. Of its assets, 90.6% ($831M across 1,744 accounts) are managed with discretion; $86.2M across 841 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 50% | 14% |
| High-net-worth individuals | 22% | 60% |
| Pension and profit-sharing plans | 23% | 19% |
| Charitable organizations | 2% | <1% |
| Corporations and other businesses | 4% | 6% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 363 | $132M | 14.4% | $365K |
| High-net-worth individuals | 157 | $551M | 60.1% | $3.51M |
| Pension and profit-sharing plans | 166 | $173M | 18.8% | $1.04M |
| Charitable organizations | 18 | $2.76M | 0.3% | $153K |
| Corporations and other businesses | 26 | $58.2M | 6.3% | $2.24M |
| Total | 730 | $917M | 100% | $1.26M |
- Clients
- 363
- Regulatory AUM
- $132M
- AUM share
- 14.4%
- Avg. per client
- $365K
- Clients
- 157
- Regulatory AUM
- $551M
- AUM share
- 60.1%
- Avg. per client
- $3.51M
- Clients
- 166
- Regulatory AUM
- $173M
- AUM share
- 18.8%
- Avg. per client
- $1.04M
- Clients
- 18
- Regulatory AUM
- $2.76M
- AUM share
- 0.3%
- Avg. per client
- $153K
- Clients
- 26
- Regulatory AUM
- $58.2M
- AUM share
- 6.3%
- Avg. per client
- $2.24M
Total
- Clients
- 730
- Regulatory AUM
- $917M
- AUM share
- 100%
- Avg. per client
- $1.26M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 2
- Financial planning clients last fiscal year
- 251–500
Rovin Capital is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Advisory Services
- Fixed fees set per client, typically $150 to $2,200 a month and negotiable; one-time projects are billed hourly.
Snow River Corp owns 50% to 75% of Rovin Capital and is in turn owned by Markell Staffieri (50–75%). The leadership team of Rovin Capital includes Chief Compliance Officer Matthew Staffieri. It has 14 employees, 9 of them in advisory roles.
Staff
- 14 employees
- 9 in advisory functions
- 9 state-registered reps
- 2 insurance agents
- 1 soliciting firm
- Owns 50% to 75% of Rovin Capital LLC
Snow River Corp
Control person · since July 2020
- Owns 50% to 75% of Snow River Corp
Markell Staffieri
Control person · since July 2020
- Owns 25% to 50% of Rovin Capital LLC
Blue King Momentum Inc
Control person · since July 2020
- Owns 50% to 75% of Blue King Momentum Inc
Kimball Pierce
Control person · since July 2020
- Owns 50% to 75% of Blue King Momentum Inc
Whitnite Pierce
Control person · since July 2020
Rovin Capital’s regulatory assets grew 3.1× from $295M (May 2021) to $917M (March 2026); clients rose from 339 to 730 and employees from 6 to 14.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $917M | 730 | 14 | 2 |
| Jun 2025June 2025 | $711M | 671 | 10 | 2 |
| Apr 2024April 2024 | $596M | 956 | 9 | 2 |
| Apr 2023April 2023 | $479M | 716 | 9 | 2 |
| May 2022May 2022 | $450M | 641 | 7 | 1 |
| May 2021May 2021 | $295M | 339 | 6 | 1 |
Besides its headquarters, Rovin Capital has 1 office, with 2 listed addresses across 2 states.
Arizona · 1 listed address
- 1 N. Macdonald, Suite 201, MesaHQ
Utah · 1 listed address
- 2801 N Thanksgiving Way, Lehi
Contact and registration details
- Legal name
- Rovin Capital LLC
- Headquarters
- 1 N. Macdonald, Suite 201, Mesa, AZ 85201
- Website
- Not reported
- Phone
- 480-739-2110
- SEC file
- 801-71109
- Structure
- Utah LLC
- Fiscal year end
- December
Rovin Capital’s named custodian for separately managed accounts is Charles Schwab ($582M). Rovin Capital does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $582M100%
At year end, Rovin Capital’s separately managed accounts were mostly in funds (62%) and stocks (12%).
What the accounts hold
- Stocks12%
- Funds62%
- Registered funds50%
- Pooled vehicles12%
- Bonds9%
- U.S. government and agency bonds6%
- Investment grade corporate bonds2%
- State and local bonds1%
- Cash2%
- Other15%
- Derivatives15%
How many clients does Rovin Capital have?
Rovin Capital has 730 clients and manages $917 million for them, as of March 2026. They include 363 individual clients, 166 pension and profit-sharing plans, and 157 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Rovin Capital offer?
Rovin Capital provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Rovin Capital use?
Rovin Capital’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $582M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does Rovin Capital have?
Rovin Capital has 9 investment adviser representatives registered with state securities authorities, out of 14 employees, and 9 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Rovin Capital invest in?
At the end of its last fiscal year, Rovin Capital’s separately managed accounts held 50% registered funds (mutual funds, ETFs, BDCs), 15% derivatives, 12% exchange-traded equities, 12% pooled vehicles (private funds and similar), 6% U.S. government and agency bonds, 2% investment grade corporate bonds, 2% cash and equivalents and 1% state and local bonds. It advises 2 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Rovin Capital?
Rovin Capital is owned through holding companies by Kimball and Whitnite Pierce and Markell Staffieri. Its direct owners are Blue King Momentum Inc (25% to 50%) and Snow River Corp (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Rovin Capital get paid?
Rovin Capital is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Rovin Capital?
Rovin Capital’s main office is at 1 N. Macdonald, Suite 201, Mesa, AZ 85201. Its phone number is 480-739-2110.