Cloak Advisors

Overview

Cloak Advisors is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients, with portfolio management for small businesses and financial planning among its core services. The firm charges fees based on a percentage of assets under management and also operates as an insurance broker. Its ADV filings indicate relationships with insurance companies and real estate brokers as industry affiliations. The adviser is not identified as an active ESG investor, is not a pension consultant or capital allocator, and is not marked as a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices