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| Keyboard |
| Croak Asset Management LLC
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|---|---|
| CRD # | 297666 |
| SEC # | 801-126464 |
| CIK # | |
| AUM | 363.9 M (2026-04-23) |
| Employees | 6 (100% Investors, 17% Brokers) |
| Phone | 419-464-7000 |
| Address | 432 N Superior St Toledo, OH 43604 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 690 | 170.9 |
| (b) Individuals (high net worth individuals) | 90 | 173.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 10.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 9.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,079 | 363.9 |
| By Discretionary | ||
| Discretionary | 2,072 | 363.8 |
| Non-Discretionary | 7 | 0.2 |
| Total | 2,079 | 363.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 363.9 | |
| Total | 2,079 | 363.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Regimen Wealth LLC
✚
|
GA | 365.2 M |
|
My Personal CFO LLC
✚
|
WA | 365.1 M |
|
Kondo Wealth Advisors Inc
✚
|
CA | 365.1 M |
|
Shelton Wealth Management LLC
✚
|
TX | 364.5 M |
|
Invenio Wealth Partners LLC
✚
|
FL | 364.0 M |
|
Horizon Investment Services LLC
✚
|
IN | 363.8 M |
|
Decisionmap Wealth Management LLC
✚
|
VA | 363.4 M |
|
Greenfield Seitz Capital Management LLC
✚
|
TX | 363.4 M |
|
Leclair Wealth Partners LLC
✚
|
OH | 363.0 M |
|
Riverpath Investments LLC
✚
|
362.9 M |