Zik, LLC

Overview

Zik, LLC is a small, independent registered investment adviser that combines portfolio management and financial planning for individual and family clients with real estate brokerage activity. The firm’s asset allocation tilts toward equities, but its largest single asset category is non-exchange traded equity positions, suggesting a focus on private placements or direct equity stakes rather than broad passive ETF exposure. Services are delivered on a boutique scale: flexible fee arrangements (percentage of AUM, hourly, and fixed fees) and direct involvement in real estate transactions point to a hands-on, relationship-driven practice, likely run by a single owner with a concentrated client roster. Investment activity centers on bespoke solutions for a very small client base, with portfolios that can include less-liquid instruments. The firm does not present itself as a capital allocator or multi-state adviser and does not market ESG investing or pension consulting services. Its advisory mandate is oriented toward individuals and small businesses, which aligns with the combination of financial planning, portfolio management and real estate brokerage.

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Location & Offices