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 a fee-based advisory firm that manages discretionary-free relationships for high-net-worth individuals, families and institutional clients. The firm is SEC-registered since 2019 and is organized as a limited liability company owned by an individual. Its advisory mandate includes portfolio management for individuals and small businesses, pooled investment vehicles and business or institutional portfolios. Ekanta uses a mix of percentage-of-AUM, hourly, fixed and performance-based fee arrangements, and it does not identify as an active ESG investor. Investment activity emphasizes third-party managers and externally managed vehicles rather than an in-house capital allocator model. Given the firm’s reported non-discretionary posture, client relationships appear to preserve client trading authority while Ekanta provides advice, model construction and manager selection. That setup aligns with its use of pooled vehicles and external alternative managers noted elsewhere.