Ka Credit Advisors, LLC
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Overview
Ka Credit Advisors, LLC is a financial advisory company that has its headquarters in Houston, Texas. The firm manages $1.4 billion in total assets over one client account, making it one of the biggest firms in the United States by assets under management (AUM). The company has an average-sized team, including 28 financial advisors. Ka Credit Advisors, LLC is not a registered broker-dealer, meaning the company cannot buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer firm to do so. Securities are exchangable financial investments like equities, bonds and options.
Ka Credit Advisors, LLC oversees all of the firm's accounts on a discretionary basis. Discretionary management means that buy and sell choices for the client's account are made by a portfolio manager without needing to seek the client's authorization. The advisory firm manages an average of $1.4 billion for every account. An average financial advisor at Ka Credit Advisors, LLC manages fewer than one client account, placing it among the most individualized firms in the country.
The company's headquarters is located at 811 Main Street, Houston, Texas 77002. The company is legally allowed to serve clients across a number of states, including California, Florida, Illinois, New York and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Ka Credit Advisors, LLC by the Numbers
$1.4 billion
58
1
$1.4 billion
Fee Structure
Fees charged by financial advisors typically depend on which services are offered. Fee types billed by Ka Credit Advisors, LLC can be comprised of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Ka Credit Advisors, LLC caters to business development companies. Ka Credit Advisors, LLC's biggest client type is business development companies. None of its customers are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Ka Credit Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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