Adan Galvan
Investment adviser representative at Ativo Capital Management, LLC
20 yearsExperience
1 stateRegistered in
CFADesignation
$862.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
20 years in the industry.
- Ativo Capital Management, LLCMay 2006 to now
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (IL).
Ativo Capital Management, LLC
$862.7MAssets managed
17Clients
5Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5277259
- Firm CRD
- 125303