Ck Advisors, LLC (Rye)

Name: Ck Advisors, LLC
Address: 13 Billington Court, Rye, NY, 10580
Telephone: 212-713-7668

Ck Advisors, LLC is a mid-sized advisory firm based in Rye. It manages $49.48 million of regulatory assets for 32 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of New York.

Ck Advisors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ck Advisors: assets under management

The assets under management (AUM) of Ck Advisors, LLC is $49.48 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 86% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $49.48 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.55 million each.

Investments

The firm invests in exchange traded securities the most. They account for 68% of the total AUM. The second-largest asset type is government bonds, which make up 14% of the firm’s portfolio. Investments in investment and business development companies form 11% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ck Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Ck Advisors serves?

The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Ck Advisors is high net worth individuals with 23 clients and $46.31 million of assets under management. Among the 1 most similar advisory firms, Ck Advisors has the 0th lowest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $49.48 million for 26 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Ck Advisors doesn't advise any private funds.

Careers at Ck Advisors, LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Daniel Kenneth Cantor	Managing member & chief compliance officer	1 Jan 2006	50% - 75%	5125936
Jeffrey Christian Kinzel	Managing member	1 Jan 2006	50% - 75%	2161834

Based in Rye

The principal office where Ck Advisors, LLC performs its advisory services is located at 13 Billington Court, Rye, NY 10580, which is also the mailing address of the firm. An additional office of the firm is in Wilmette, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-713-7668 or by fax 917-386-2749. The normal business hours are 8:00 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at ckadvisorsllc.com.