Kodiak Capital Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kodiak Capital Advisors LLC is a state-registered investment adviser that provides discretionary portfolio management to individuals and high-net-worth clients. The firm says it develops individualized investment policy statements and implements continuous portfolio supervision tied to each client’s objectives, time horizon, risk tolerance and liquidity needs.
Kodiak’s investment process is driven by fundamental analysis of individual companies and industry groups and may include common stocks, corporate and municipal bonds, ETFs and options strategies such as covered call writing. The brochure notes the firm may concentrate in small- and medium-cap securities, can have higher turnover at times, and highlights the attendant market, liquidity and tax risks associated with those approaches.
Compared with many peers, Kodiak reports relatively modest assets under management (about $5,825,071) and emphasizes discretionary-only management, no participation in wrap-fee programs, no performance-based fees, and no receipt of soft-dollar or third-party compensation. The firm also does not vote client proxies (clients retain that responsibility) and discloses no related-party affiliations or outside business activities.
Client services
Expertise
Fee options
$1 - $10,000,000: 2.00% $10,000,001+: Negotiable
Main office
Downey CA
Advisors at this office
3
Most active in
California
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
Jeffrey M
Verified by Warmer
Series 65, Series 66
Downey, CA
Kodiak Capital Advisors LLC
Jeffrey Mansell is a financial advisor with Kodiak Capital Advisors LLC, holding Series 65 and Series 66 licenses and bringing 10 years of industry experience. His prior work includes roles at National Planning Corporation and Edward Jones. Kodiak Capital Advisors LLC provides discretionary portfolio management to individuals and high-net-worth clients, focusing on customized investment policies and ongoing portfolio supervision. The firm’s investment approach emphasizes fundamental analysis and may include small- and medium-cap securities, bonds, ETFs, and options strategies.
Kevin M
Series 65, Series 66
Downey, CA
Kodiak Capital Advisors LLC
Kevin Mansell is a financial advisor at Kodiak Capital Advisors LLC with five years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Edward Jones. Mansell has also been employed by the Department of Water and Power since 2009. Kodiak Capital Advisors LLC provides discretionary portfolio management to individuals and high-net-worth clients, focusing on personalized investment policy statements and continuous portfolio supervision. The firm’s approach emphasizes fundamental analysis and may include a range of securities such as stocks, bonds, ETFs, and options strategies, with a potential focus on small- and medium-cap securities.
Steven M
Series 65
Downey, CA
Kodiak Capital Advisors LLC
Steven Mansell is a financial advisor at Kodiak Capital Advisors LLC with five years of industry experience. He holds a Series 65 designation and has previously worked for the Los Angeles County Office of Education from 2006 to 2020 before retiring in 2020. Mansell has been with Kodiak Capital Advisors since 2021. Kodiak Capital Advisors LLC is a state-registered investment adviser that provides discretionary portfolio management to individuals and high-net-worth clients. The firm uses fundamental analysis and may focus on small- and medium-cap securities, employing various investment strategies including stocks, bonds, ETFs, and options.
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