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ROVIN CAPITAL
Legal name: ROVIN CAPITAL LLC
CRD 152662File 801-71109
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$917.3M
Above cohort median (national)
Discretionary AUM
$831.1M
Non-discretionary $86.2M
Clients
730
2,585 accounts
Employees
14
Top 25% of cohort in AZ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Feb 24, 2010
- Principal office
- 1 N. MACDONALD, SUITE 201, MESA, AZ, 85201
- Phone
- 480-739-2110
- Website
- https://www.RovinCapital.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $917.3M
- Discretionary AUM
- $831.1M
- Non-discretionary AUM
- $86.2M
- Discretionary accounts
- 1,744
- Non-discretionary accounts
- 841
- Total accounts
- 2,585
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 26 | $58.2M |
| Charitable organizations | 18 | $2.8M |
| High net worth individuals | 157 | $551.3M |
| Pension and profit sharing plans | 166 | $172.6M |
| Individuals (other than high net worth individuals) | 363 | $132.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Employees | 10 | 14 | increased by4 |
| Apr 1, 2026 | Clients | 671 | 730 | increased by59 |
| Apr 1, 2026 | AUM | $710,734,000 | $917,311,000 | increased by$206,577,000 |
| Apr 1, 2026 | Accounts | 2,034 | 2,585 | increased by551 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 10 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 641 | 671 | increased by30 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $450,000,000 | $710,734,000 | increased by$260,734,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,868 | 2,034 | increased by166 |
| Jun 1, 2022 | Employees | 6 | 7 | increased by1 |
| May 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Clients | 339 | 641 | increased by302 |
| Apr 1, 2022 | AUM | $295,198,923 | $450,000,000 | increased by$154,801,077 |
| Apr 1, 2022 | Accounts | 882 | 1,868 | increased by986 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ROVIN CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ROVIN CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.