Frisco, TX Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Cloak Advisors
Supported
Firm-wide stats for Cloak Advisors
About
Cloak Advisors provides discretionary portfolio management to individuals, high net worth clients, and profit-sharing plans, generally requiring a $100,000 minimum; its Form ADV notes approximately $35 million in discretionary assets under management and a small, concentrated client base. Clients receive ongoing advisory services and custodial account statements, and the firm performs account reviews at least quarterly.
The firm’s investment approach emphasizes fundamental analysis and long-only strategies implemented through equally weighted equity and balanced portfolios, with discretion to select securities consistent with each client’s stated objectives. Cloak Advisors typically recommends Interactive Brokers as the executing broker-dealer and describes regular account reviews that may be triggered by client circumstances or market events.
Compared with many peers, the brochure discloses additional financial-industry activities and affiliations and indicates the firm engages in or is connected with licensed real estate and insurance activities and affiliated firms, and it makes performance results available in its public materials — features that are statistically uncommon for similar supported firms. These affiliations and the firm’s public performance information are noted in the firm’s disclosures (see Items 10 and related sections) and may introduce additional products and potential conflicts that the firm addresses in its policies.
Based on Cloak Advisors
Location
Frisco TX
Advisors at this office
1
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