KODIAK CAPITAL ADVISORS LLC

KODIAK CAPITAL ADVISORS LLC is an SEC-registered investment adviser (CRD 174819). Regulatory assets under management: $5.8M.

Registration

• CRD: 174819
• Type: Registered investment adviser
• Phone: 562-712-1822
• Latest filing: 2026-06-09
• Regulatory AUM: $5.8M
• Discretionary AUM: $5.8M
• Clients: 2
• Accounts: 20

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 174819 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search