AK Investing

RIASEC Registered

Total AUM

$25.6M

Discretionary

$24.8M

97% of AUM

Avg account

$287K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Sarasota, Florida
CRD number: 305293
Website: akinvesting.com
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Performance Based Fees
Client types: Individuals96.87%
Pension & Profit Sharing Plans3.13%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

AK Investing operates as an independent registered investment adviser organized as a limited liability company with individual ownership. The firm serves individual and family clients, offering a mix of financial planning, portfolio management for individuals and small businesses, pension consulting, periodic publications, and educational seminars or workshops. Its fee model is flexible and includes asset-based fees, hourly charges, subscription and fixed fees, and the potential for performance-based arrangements. AK Investing does not self-identify as an ESG-focused manager and is not documented as a multi-state adviser or a capital allocator.