Ceva Advisors

Ceva Advisors is a fee-only investment adviser registered with the securities regulators of Ohio, Washington, with a mailing address in Redmond, Washington (its office is a private residence, so the street address is not published). On its latest Form ADV, filed February 5, 2026, it reports $52M in regulatory assets under management, 24 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	State-registered: Ohio, Washington
Firm CRD number	323561
Office	Redmond, WA (mailing address; office not published)
Phone	(425) 900-6001
Website	cevaadvisors.com
Regulatory assets under management	$52M
Individual clients	11 non-high-net-worth, 13 high-net-worth
Financial planning clients	11-25
How it charges	Percentage of assets, Hourly
Services	Financial planning, Portfolio management
Employees	3
Disciplinary disclosures	None reported
Latest Form ADV filing	February 5, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Redmond

• Private Advisory $2.1B
• Waystone Advisors LLC $179M
• Firebrand Wealth Management, LLC $79M
• Percension Wealth Advisors, LLC $27M
• Truvista Advisors LLC $65M
• Xstar Fund Management LLC $60M

See all 7 fee-only advisers in Redmond →

Nearby

• Kirkland 12 firms
• Woodinville 1 firm
• Bellevue 40 firms
• Kenmore 1 firm
• Bothell 2 firms
• Lake Forest Park 1 firm
• Mercer Island 4 firms
• Shoreline 1 firm