VAN AKE CAPITAL LLC

Overview

Van Ake Capital LLC is a small, fee-based advisory firm focused on portfolio management for individuals and small businesses. The firm runs concentrated exposure to exchange-traded equities and uses a traditional discretionary model, pricing advice as a percentage of assets under management. It does not position itself as an ESG investor and appears to operate a single-strategy equity tilt while complementing equity exposure with income and insurance products. The firm’s client base is individual and family households, which suggests a service model oriented to bespoke planning and customized portfolio construction rather than mass-market model delivery. Given the firm’s size and client count, decision-making and manager selection are likely centralized and hands-on, with third-party managers used selectively for alternative exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices