Overview
Assets Under Management: $97 million
High-Net-Worth Clients: 34
Average Client Assets: $2.6 million
Frequently Asked Questions
CK ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #140062), CK ADVISORS, LLC is subject to fiduciary duty under federal law.
CK ADVISORS, LLC serves 34 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, CK ADVISORS, LLC offers portfolio management for individuals. View all service details ↓
CK ADVISORS, LLC manages $97 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, CK ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.56%
Average Client Assets: $2.6 million
Total Client Accounts: 47
Discretionary Accounts: 47
Regulatory Filings
CRD Number: 140062
Filing ID: 2082652
Last Filing Date: 2026-03-25 14:47:56