AK Global Asset Management, LLC

RIASEC Registered

Total AUM

$118M

Discretionary

$118M

100% of AUM

Avg account

$1.1M

Accounts

104

Employees

2

Advisory reps

3

Firm details

Headquarters: Oakland, California
CRD number: 137530
Registered since: November 17, 2025
Website: www.akglobalusa.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI77.63%
Corporations / Businesses21.81%
Individuals0.56%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

AK Global Asset Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm is registered with the SEC (registered in 2025) and charges clients a fee as a percentage of assets under management. Its primary client focus is individuals and families, and its stated advisory activity centers on portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor and is not presented as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities93%
Public Funds/Mutual Funds5%
Cash & Cash Equivalents2%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 4

Active vs passive

$8.6M in ETFs

Passive

100%

$8.6M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES US ENERGY ETF (IYE)	BlackRock	Passive	Equity Energy	$3.2M	18,832	37.13%

Unlock additional holdings →

Primary office

Oakland, CA

Alameda

Location

Oakland, CA

Headquartered in Oakland, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area: San Jose-San Francisco-Oakland, CA
Region: West
County: Alameda
Address: 1300 Clay St
Time zone: PT (UTC-8)
Office locations

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