A complete list of active advisors currently associated with Croak Capital

Warmer can help you find a great advisor at Croak Capital or one who fits your needs even better.

Croak Capital (Croak Asset Management) serves a mix of individual clients — both non‑high‑net‑worth and high‑net‑worth households — as well as pension plans, charitable organizations, and businesses, managing roughly $364 million with a six‑adviser team. The firm provides discretionary and non‑discretionary portfolio management, financial planning, pension consulting, and specialized real‑estate 1031/Delaware Statutory Trust advisory, and it offers held‑away account aggregation and management through the Pontera platform. Advisors describe an investment process that combines fundamental, technical, cyclical, charting analysis and Modern Portfolio Theory across custom model portfolios and strategies such as direct indexing and covered option writing. The brochure also discloses use of AI tools for analysis and meeting transcription, and states the firm sponsors a wrap fee program and is transitioning clients into that program with wrap trades executed through Schwab. Several features called out in the disclosure are uncommon for peer team firms: Croak acts as a wrap program sponsor, it discloses the use of client testimonials in marketing materials, and it maintains formal affiliations with an accounting entity (CAM Tax, LLC) and an affiliated insurance firm (CAM Insurance, LLC). The firm’s brochure also details relationships with broker‑dealers and product vendors (including registered‑rep activity with PKS and custodial and vendor benefits from Schwab) and notes those referral and compensation arrangements in its disclosures.

To learn more about the advisors currently working at Croak Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.