RK Asset Management

Overview

RK Asset Management is a small, equity-focused registered investment adviser that runs discretionary portfolios primarily for individuals, families and small businesses, with some institutional relationships. The firm leans heavily into exchange-traded equities as its core exposure and uses active stock selection rather than broad ESG screening—the ADV flags it is not an active ESG investor. Feeing is on a percentage-of-AUM basis and the firm provides portfolio management services tailored to private clients and small enterprises. RK Asset Management also allocates to third-party alternative managers, using those strategies alongside its equity sleeve to manage risk and return.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices