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 is an independent, individual-owned RIA organized as an LLC that provides advisory services to individuals and families. The firm combines financial planning with discretionary portfolio management for individuals and small businesses, and it also offers pension consulting, publishes periodic written material, and runs educational seminars and workshops. AK Investing bills clients through a mix of fee arrangements — percentage of AUM, hourly, subscription, fixed fees and performance-based fees — allowing flexibility for different client needs and service packages. The firm does not identify as an active ESG investor and appears to operate from a single state footprint rather than as a multi-state adviser.