TAK Advisory

Overview

TAK Advisory is an independent, individual-owned registered investment adviser organized as an LLC that concentrates on serving individual and family clients. The firm’s practice blends financial planning with portfolio management for individuals and small businesses and also offers educational seminars and workshops. Investment positioning is equity-first: exchange-traded equities account for the bulk of portfolio assets and the firm expresses a clear preference for equity exposure as a core allocation. Fees are flexible and include a percentage of AUM alongside hourly and fixed-fee engagements. TAK Advisory is not positioned as a capital allocator; rather, it accesses third‑party managers and collective vehicles when using alternative strategies. The firm does not identify as an active ESG investor and is structured to serve a single-state client base. Its advisory scope centers on customized client portfolios, planning, and consultative education rather than pension or institutional consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices