Ka Fund Advisors, LLC
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Overview
Ka Fund Advisors, LLC operates as an advisory firm based in Houston, Texas. The company administers $2.5 billion in total assets throughout two client accounts, placing it among the biggest financial advisory firms in the country by assets under management (AUM). It has an average-sized team, including 23 financial advisors. Ka Fund Advisors, LLC is not a registered broker-dealer, meaning it cannot buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are exchangable fiscal investments like bonds, options and equities.
Ka Fund Advisors, LLC oversees all of the firm's accounts in a discretionary manner. Discretionary management means that a portfolio manager makes transaction decisions without needing to seek client permission. The firm administers about $1.2 billion in assets for every client account. An average advisor at Ka Fund Advisors, LLC manages fewer than one client account, making it one of the most personalized advisor firms in the country.
The firm's central office is located at 811 Main Street, Houston, Texas 77002. It is legally permitted to serve investors across a few states, including California, Florida and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Ka Fund Advisors, LLC by the Numbers
$2.5 billion
58
2
$1.2 billion
Fee Structure
Fees charged by financial advisors largely are based on which service is provided. Fees billed by the company typically consist of the following fee type: asset-based. Ka Fund Advisors, LLC does not provide a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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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
It caters to investment companies. Out of its two customers, Ka Fund Advisors, LLC's biggest client type by number of accounts is investment companies. None of the company's clients 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 Fund Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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