Mohawk Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Mohawk Capital Advisors provides personalized, discretionary portfolio management for individuals and a range of institutional and non‑profit clients, and it will on occasion provide financial planning consulting. The firm reports about $35.5 million in discretionary assets under management across roughly 36 client accounts and typically bills on a percentage‑of‑AUM basis under a written Investment Advisory Agreement.
The firm’s stated investment process emphasizes fundamental analysis supplemented at times by technical/charting tools and options for hedging, and it may implement long‑term, short‑term, trading and balanced strategies depending on client objectives. The brochure discloses that the adviser operates with full trading discretion and that it uses borrowing within separately managed accounts — a practice the firm notes and that is relatively uncommon among peers.
Noteworthy operational details in the brochure include negotiable fee arrangements, no stated account minimum, and the principal’s separate role as a fund manager for an unaffiliated registered adviser (described as a distinct activity). The firm also discloses personal and proprietary trading by related persons and maintains a Code of Ethics and procedures to document and monitor potential conflicts, and custodial statements and fee deductions are handled through the client’s qualified custodian.
Client services
Expertise
Fee options
1.0% per annum, billed monthly at 1/12 of 1.0% based on net asset value
Main office
New York NY
Advisors at this office
1
Most active in
California · New York
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.
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