Okabena Investment Services Inc

RIASEC Registered

Total AUM

$2.1B

Discretionary

$1.9B

89% of AUM

Avg account

$5.5M

Accounts

383

Employees

Advisory reps

Firm details

Headquarters: Minneapolis, Minnesota
CRD number: 111162
Registered since: November 29, 1994
Website: okabena.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Pooled Investment Vehicles67.12%
HNWI22.94%
Other7.67%
Charitable Organizations2.28%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Okabena Investment Services Inc. is a corporation that operates as an independent registered investment adviser and capital allocator; it registered with the SEC in 1994. The firm serves both individual and family clients as well as institutional investors and charges fees based on a percentage of assets under management. Its advisory scope includes discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, portfolio services for institutions, and the selection of third‑party advisers. The firm identifies as an active ESG investor and maintains an industry affiliation with a trust company. Okabena is also structured to operate as a hedge fund manager in addition to its RIA activities, and its owner type is listed as a combination of a domestic entity and an individual.