Rodrigo Nevado
Amoretti Capital Management · San Francisco, California
Rodrigo Nevado is a fee-only financial advisor at Amoretti Capital Management in San Francisco, California. Rodrigo focuses on equity compensation, small business owners and sustainable & impact investing. Amoretti Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Amoretti Capital Management |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $37.8M across 288 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4254614 |
| Exams passed | Series 65 (2023) · Series 66 (2001) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.amoretticapital.com |
| Profile |
How Rodrigo's firm compares
- Amoretti Capital Management's average account is about $131,000, from its Form ADV (assets managed divided by 288 accounts).
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Questions about Rodrigo
Is Rodrigo Nevado a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rodrigo holds no broker registration, and Amoretti Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rodrigo charge for financial advice?
Rodrigo's firm, Amoretti Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Rodrigo Nevado based?
Rodrigo Nevado is based in San Francisco, California.
What does Rodrigo specialize in?
Rodrigo's specialties include equity compensation, small business owners, sustainable & impact investing, estate & legacy planning and founders (pre-exit).
Is Rodrigo Nevado registered with the SEC?
Yes. Rodrigo Nevado is registered as an investment adviser representative in CA (CRD 4254614), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Amoretti Capital Management manage?
Amoretti Capital Management reports $37.8M across 288 accounts in assets under management.
How do I contact Rodrigo Nevado?
Through Rodrigo's website, www.amoretticapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Amoretti Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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