Overview
Assets Under Management: $300 million
Headquarters: TOLEDO, OH
High-Net-Worth Clients: 59
Average Client Assets: $2 million
Frequently Asked Questions
CROAK ASSET MANAGEMENT, 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 #297666), CROAK ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
CROAK ASSET MANAGEMENT, LLC is headquartered in TOLEDO, OH.
CROAK ASSET MANAGEMENT, LLC serves 59 high-net-worth clients according to their SEC filing dated March 27, 2025. View client details ↓
According to their SEC Form ADV, CROAK ASSET MANAGEMENT, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
CROAK ASSET MANAGEMENT, LLC manages $300 million in client assets according to their SEC filing dated March 27, 2025.
According to their SEC Form ADV, CROAK ASSET MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 40.82
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,027
Discretionary Accounts: 2,017
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 297666
Filing ID: 1965055
Last Filing Date: 2025-03-27 12:42:00
Website: https://croakcapital.com