A complete list of active advisors currently associated with Mohawk Capital Advisors, LLC

Warmer can help you find a great advisor at Mohawk Capital Advisors, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Mohawk 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.