HK Funds
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
HK Funds provides discretionary portfolio management to individuals, high‑net‑worth individuals, pension and profit‑sharing plans, corporations, and other investment advisers. Its advisory services are delivered primarily through the HK Funds Capital Appreciation Index (HKCDXT) strategy and the firm also serves as a subadvisor to unaffiliated advisers.
The investment approach emphasizes concentrated portfolios of primarily large‑cap individual equities, using fundamental, technical, and quantitative analyses and implementing holdings in accordance with the HKCDXT index methodology administered by VettaFi. Portfolios are managed within the firm’s fund structures on a discretionary basis and the firm does not accept client‑imposed investment restrictions for those funds.
Distinctive features include the firm’s reliance on a third‑party index provider for portfolio construction and rebalancing, and its operational relationships with Charles Schwab as exclusive custodian and as an approved portfolio manager on the Schwab Marketplace. The brochure also discloses that a firm principal is registered with a broker‑dealer and that supervised persons may accept compensation for the sale of investment products, a potential conflict that the firm documents and discloses to clients.
Client services
Expertise
Fee options
0.60% annually
Account minimum: $1,000,000
Main office
Jacksonville FL
Advisors at this office
2
Most active in
Florida · Kentucky
Also doing business as
Hk Funds · Hk Funds, LLC
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
Anthony K
Series 63, Series 65
Jacksonville, FL
HK Funds
Anthony Kurlas is a financial advisor at HK Funds with Series 63 and Series 65 licenses and 31 years of industry experience. He worked at Bank of America/Merrill Lynch for 30 years before joining HK Funds in 2025. HK Funds provides discretionary portfolio management primarily through the HK Funds Capital Appreciation Index strategy, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and other investment advisers. The firm focuses on concentrated portfolios of large-cap equities using fundamental, technical, and quantitative analyses, and operates with Charles Schwab as its exclusive custodian.
Peter H
Series 63, Series 65
Jacksonville, FL
HK Funds
Peter Hunt is a financial advisor at HK Funds with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at North Point Advisors since 2014. He joined HK Funds in 2025. HK Funds provides discretionary portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and other investment advisers. The firm focuses on concentrated large-cap equity portfolios managed according to the HK Funds Capital Appreciation Index strategy.
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