Croak Capital's Form ADV discloses 1.35% on the first $100,000, 1.25% on the next $150,000, 1.15% on the next $250,000, 1.05% on the next $500,000, and 0.95% on assets above $1 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #297666), Croak Capital is subject to fiduciary duty under federal law.
Croak Capital is headquartered in TOLEDO, OH.
Croak Capital serves 90 high-net-worth clients according to their SEC filing dated April 23, 2026. View client details ↓
According to their SEC Form ADV, Croak Capital offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
Croak Capital manages $364 million in client assets according to their SEC filing dated April 23, 2026.
According to their SEC Form ADV, Croak Capital serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓