A complete list of active advisors currently associated with Kodiak Capital Advisors LLC
Warmer can help you find a great advisor at Kodiak Capital Advisors LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Kodiak Capital Advisors LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Downey, CA
| 10
| |
Downey, CA
| 5
| |
Downey, CA
| 5
|
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