Akros Investments, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Akros Investments, Inc. is a registered investment adviser that primarily serves institutional clients and plan sponsors, including defined contribution and defined benefit plans, corporations, foundations, endowments, and other financial firms. The firm offers business and institutional consulting, retirement-plan oversight and co‑fiduciary services, investor education and portfolio management, as well as standalone asset and portfolio review engagements.
The firm combines fiduciary governance, risk‑management guidance and an asset‑allocation-based portfolio approach, working from written investment policy statements and periodic rebalancing to align portfolios with client objectives. For consulting engagements Akros documents a defined scope of work in written engagement letters and may provide services on an hourly, project, or retainer basis while asset management is billed on an asset‑based basis.
Compared with many peers, Akros emphasizes pension and retirement‑plan consulting and offers educational programs and workshops (including a women‑focused financial education series), services that are relatively uncommon for investment managers in this category. The firm also documents adviser selection and referral arrangements, operates with a small senior team under recent internal ownership consolidation, and discloses that principal staff maintain separate non‑investment business activities that the firm says are kept distinct from advisory services.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$250,000 - $1,000,000: 1.00% annually (discretionary accounts) $1,000,001 - $7,000,000: 0.70% annually (discretionary accounts) $7,000,001+: 0.40% annually (discretionary accounts) $250,000 - $1,000,000: 1.15% annually (non-discretionary accounts) $1,000,001 - $7,000,000: 0.80% annually (non-discretionary accounts) $7,000,001+: 0.45% annually (non-discretionary accounts)
Hourly rates from $250 to $500 depending on nature of work and assignment length for Business/Institutional Services and Consulting.
Retainer or consulting fees may be negotiated on a project or retainer basis for various consulting and education services.
Account minimum: $250,000 Minimum fee: Minimum monthly fee of $400 for discretionary accounts; minimum monthly fee of $475 for non-discretionary accounts. Minimum fees may be negotiable. Fee-only: Business/Institutional Services and Consulting fees charged hourly from $250 to $500 per hour; may also be charged on project, retainer, or consulting basis as negotiated.
Main office
See officeRound Rock TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Acuity Investment Consulting · Akros · Akros Fiduciary Management · Akros Investments, Inc. · Akros, Inc. · Dba Akros Fiduciary Management · Deborah Ann Castellani
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
William C
Series 65
Round Rock, TX
Akros Investments, Inc.
William Conrad is a financial advisor at Akros Investments, Inc. with 23 years of industry experience. He holds a Series 65 designation and has been active in his role since 2000. Outside of his advisory duties, Conrad provides personal consulting services to private companies, nonprofits, and public companies, dedicating significant time to these activities each month. Akros Investments, Inc. primarily serves institutional clients and plan sponsors, offering services including retirement-plan oversight, fiduciary governance, and portfolio management. The firm emphasizes pension and retirement-plan consulting and provides investor education programs alongside its asset-allocation-based investment approach.
Deborah C
CFA®
Lufkin, TX
Akros Investments, Inc.
Deborah Castellani is a CFA® charterholder with 23 years of industry experience, currently serving at Akros Investments, Inc. She has worked in consulting since 2000 and is president of OTB Strategic Consulting, Inc., a financial and non-financial consulting firm. Akros Investments, Inc. primarily serves institutional clients and plan sponsors, offering retirement-plan oversight, fiduciary governance, and asset-allocation-based portfolio management. The firm provides consulting and educational programs, including women-focused financial education, alongside asset management and co-fiduciary services.
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