Kodiak Capital Advisors LLC
RIAState Registered
Total AUM
$5.8M
Discretionary
$5.8M
100% of AUM
Avg account
$291K
Accounts
20
Employees
2
Advisory reps
3
Firm details
- Headquarters
- ,
- CRD number
- 174819
- Website
- kodiakpartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Kodiak Capital Advisors LLC is an independent, individually owned investment advisory firm organized as an LLC and registered with California. The firm’s stated business activity is portfolio management for individuals and small businesses, and it charges both a percentage-of-assets fee and performance-based fees. Kodiak reports an equities-oriented preference and does not identify as an active ESG investor, a multi-state adviser, or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Cash & Cash Equivalents25%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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