Ekanta Wealth Advisors LLC

RIASEC RegisteredEst. 2019

Total AUM

$307M

Discretionary

0% of AUM

Avg account

$5.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Coconut Grove, Florida
CRD number: 282031
Registered since: May 3, 2019
Website: clairmont-advisors.com
Custodians: EFG CAPITAL INTERNATIONAL, EFG BANK AG, CREDICORP CAPITAL CHILE
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: Corporations / Businesses74.78%
HNWI25.22%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Ekanta Wealth Advisors LLC is an SEC-registered limited liability company that began registering in 2019 and operates as an institutional RIA under individual ownership. The firm serves both high-net-worth individuals and families as well as institutional clients, offering portfolio management for individual/small-business accounts, pooled investment vehicles, and business or institutional portfolios. Its billing arrangements include asset-based fees, hourly and fixed fees, and the ability to charge performance-based fees. Ekanta does not identify as an active ESG investor, is not a multi-state adviser, and is not classified as a capital allocator.