Overview
Assets Under Management: $41 million
High-Net-Worth Clients: 11
Average Client Assets: $2.8 million
Frequently Asked Questions
MOHAWK CAPITAL 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 #172304), MOHAWK CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
MOHAWK CAPITAL ADVISORS, LLC serves 11 high-net-worth clients according to their SEC filing dated April 18, 2024. View client details ↓
According to their SEC Form ADV, MOHAWK CAPITAL ADVISORS, LLC offers portfolio management for individuals. View all service details ↓
MOHAWK CAPITAL ADVISORS, LLC manages $41 million in client assets according to their SEC filing dated April 18, 2024.
According to their SEC Form ADV, MOHAWK CAPITAL ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 11
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.01%
Average Client Assets: $2.8 million
Total Client Accounts: 58
Discretionary Accounts: 58
Regulatory Filings
CRD Number: 172304
Filing ID: 1867356
Last Filing Date: 2024-04-18 16:24:00