Overview
Assets Under Management: $107 million
High-Net-Worth Clients: 32
Average Client Assets: $1.9 million
Frequently Asked Questions
RK ASSET MANAGEMENT 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 #121886), RK ASSET MANAGEMENT is subject to fiduciary duty under federal law.
RK ASSET MANAGEMENT serves 32 high-net-worth clients according to their SEC filing dated January 22, 2026. View client details ↓
According to their SEC Form ADV, RK ASSET MANAGEMENT offers portfolio management for individuals. View all service details ↓
RK ASSET MANAGEMENT manages $107 million in client assets according to their SEC filing dated January 22, 2026.
According to their SEC Form ADV, RK ASSET MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.56%
Average Client Assets: $1.9 million
Total Client Accounts: 134
Discretionary Accounts: 134
Regulatory Filings
CRD Number: 121886
Filing ID: 2043855
Last Filing Date: 2026-01-22 08:12:47