CROAK CAPITAL

RIASEC RegisteredEst. 2022

Total AUM

$364M

Discretionary

$364M

100% of AUM

Avg account

$175K

Accounts

2,079

Employees

Advisory reps

Firm details

Headquarters: TOLEDO, Ohio
CRD number: 297666
Registered since: August 31, 2022
Website: camtoledo.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI47.56%
Individuals46.96%
Charitable Organizations2.9%
Corporations / Businesses2.58%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Croak Capital is a limited liability company operating as an independent registered investment adviser. The firm registered with the SEC in 2022 and identifies itself as a capital allocator that serves both individual/family clients and institutional accounts. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting among its listed activities; the firm is not designated as an active ESG investor and does not report multistate adviser status. Fee arrangements are a mix of percentage of AUM, hourly charges, fixed fees and other fee structures, and ownership is described as a combination of a domestic entity and an individual.