Ka Credit Advisors, LLC

CRD#306753
Investment Advisor Firm

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Learn more about Ka Credit Advisors, LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • 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

    $1.4 billion

    Number of Advisors

    28

    Disclosures

    No

    Office Location

    811 Main Street
    Houston, TX 77002

    Ka Credit Advisors, LLC by the Numbers

    Total Assets Under Management

    $1.4 billion

    National Average: $8.6 billion
    Total Number of Employees

    58

    National Average: 64
    Total Number of Accounts

    1

    National Average: 375,227
    Average Account Size

    $1.4 billion

    National Average: $23.0 thousand
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    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

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Back to Overview

    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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