Rostic Carapetian
Covexic · Glendale, California
Rostic Carapetian is a fee-only financial advisor at Covexic in Glendale, California. Covexic reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Covexic |
|---|---|
| Based in | Glendale, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $7.8M across 30 accounts |
| SEC registration | Investment adviser representative in CA · CRD 874755 |
| Exams passed | Series 63 (1994) · Series 65 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Rostic's firm compares
- Covexic's average account is about $260,000, from its Form ADV (assets managed divided by 30 accounts).
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Questions about Rostic
Is Rostic Carapetian a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rostic holds no broker registration, and Covexic reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rostic charge for financial advice?
Rostic's firm, Covexic, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Rostic Carapetian based?
Rostic Carapetian is based in Glendale, California.
Is Rostic Carapetian registered with the SEC?
Yes. Rostic Carapetian is registered as an investment adviser representative in CA (CRD 874755), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Covexic manage?
Covexic reports $7.8M across 30 accounts in assets under management.
How do I contact Rostic Carapetian?
Contact details aren't on file yet. Search for Covexic.
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
- 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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