KODIAK INVESTMENT MANAGEMENT LLC

Overview

Kodiak Investment Management LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates with an owner-managed structure and offers fee arrangements that include a percentage of assets under management, hourly charges, and fixed fees. Kodiak’s client base is primarily individual and family accounts, and it identifies equity exposure as its primary preference. The firm is not positioned as an ESG-focused manager and does not operate as a multi-state adviser or pension consultant. Its business activities also indicate affiliation with a law firm, suggesting the adviser may serve clients with close ties to legal professionals or provide services alongside legal practices. Kodiak manages client relationships directly and runs discretionary mandates, concentrating on equity-oriented strategies delivered through exchange-traded instruments and mutual fund wrappers. Given its small scale, investment decision-making appears centralized and tailored to the needs of a limited client roster rather than broad institutional mandates.

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Public Holdings

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Location & Offices