Mohawk Capital Advisors, LLC

Overview

Mohawk Capital Advisors, LLC is a small, owner-operated registered investment adviser that focuses on discretionary portfolio management for individuals, families and small businesses. Formed and registered with the SEC in 2014 as a limited liability company, the firm charges clients a percentage of assets under management and concentrates its client work on personalized, account-level portfolio management rather than institutional consulting or pension work. It is not an active ESG investor and currently operates under a single-state footprint. Investment activity shows a clear preference for exchange-traded equities as the primary allocation tool, with most client assets managed in liquid, exchange-traded instruments. The firm supplements equity exposure with mutual funds and allocates selectively to third-party alternative managers for real estate, commodities and oil & gas exposures, using external managers to access illiquid or specialist strategies that sit outside the core equity sleeve.

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Public Holdings

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Location & Offices