AKAR CAPITAL MANAGEMENT, INC.

Overview

Akar Capital Management, Inc. is a small, long-established wealth management and broker-dealer operation that focuses on serving individual and family clients. The firm combines advisory portfolio management for individuals and small businesses with broker-dealer activities and registered representative services, using a mix of percentage-of-AUM fees and transaction-based commissions. Its regulatory history dates back several decades, and it does not position itself as an active ESG investor or a multi-state adviser. On the investment side, Akar Capital Management tends to allocate outside traditional long-only equities and bonds. The firm works with third-party managers to gain exposure to real estate, commodities and oil & gas, and it also uses mutual funds for core portfolio construction. That blend suggests a hybrid approach: mutual funds for broad-market exposure and external alternative managers to add non-correlated or sector-specific sources of return.

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Location & Offices