IKE Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 132473
- Registered since
- August 6, 2004
- Website
- www.ikecapital.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI90.11%
- Individuals4.27%
- Corporations / Businesses3.33%
- Charitable Organizations2.29%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
IKE Capital, LLC is an SEC‑registered investment adviser organized as an LLC that serves both individual and institutional clients. The firm operates as a capital allocator and focuses on portfolio management for individuals, small businesses and institutional entities, and it performs manager selection on behalf of clients. Its fee model is a percentage of assets under management. IKE Capital emphasizes equity exposure as the primary driver of client portfolios and does not position itself as an active ESG investor. IKE Capital has operated as an adviser since 2004 and is owned by an individual. The firm reports that it does not describe itself as a multi‑state adviser on its filing, and it lists portfolio management and selection of other advisers among its core advisory activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities83%
- US Government Bonds11%
- Cash & Cash Equivalents5%
- Public Funds/Mutual Funds1%
Contacts
2 of 2Andre Mcclure
PrincipalCRD 3040719

Lawrence Levy
Principal MemberCRD 1210556
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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