Cak Capital Management Inc (Exton)
Cak Capital Management Inc Is a Large Advisory Firm Based in Exton. It Manages $494 Million of Regulatory Assets for 1,141 Client Accounts. It Has Been...
Cak Capital Management Inc is a large advisory firm based in Exton. It manages $494 million of regulatory assets for 1,141 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arizona, California, and 16 other states.
Cak Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Cak Capital Management: assets under management
The assets under management (AUM) of Cak Capital Management Inc is $494 million. The firm's AUM has grown by 507% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $482 million in discretionary accounts and $12 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $423.92 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3 million.
Cak Capital Management has custody of $244 thousand in cash and securities for 7 clients in total but doesn’t act as a qualified custodian.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Cak Capital Management Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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