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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-01-2005
- Office Locations
- 1
Office Locations
About AK Global Asset Management, LLC
AK Global Asset Management is an independent, fee-only RIA in the San Francisco Bay Area building tailor-made, actively managed portfolios aligned to each investor’s risk tolerance and preferences. The firm emphasizes portfolio construction and downside-risk management with a long-term growth orientation, and primarily implements exposures through ETFs (custodied at Schwab). Founder Antonio Kwok leads all investment decisions, supported by operations and an institutional service team.
Team overview
Insights
Asset Classes
Investment Vehicles
Services
Owner & Executives
ANTONIO HO-SHING KWAN
Chief Operating Officer, Managing Member
- CRD
- #4288438
- Ownership
- 25% but less than 50%
ANTONIO SHUI WAI KWOK
Chief Compliance Officer, Chief Investment Officer, Managing Member, Vice President
- CRD
- #4280947
- Ownership
- 25% but less than 50%
Delta foundation
Oak matrix focus
- CRD
- #16654
- Ownership
- 22.2%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $117,775,139 | $1,132,453 |
| Non-Discretionary | $0 | -- |
| Total | $117,775,139 | $1,132,453 |
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Separately Managed Accounts
Total SMA Asset: $117,775,139
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,111,835,426 | 39.7% |
| Public Funds | $1,218,161,996 | 22.9% |
| Cash | $1,989,487,278 | 37.4% |
| Total | $5,319,484,700 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VECTOR PIONEER | MERIDIAN CAPITAL | DKYESLFU9 | FQV | 9.64% | $46,245,638 |
| INSIGHT HARBOR PIONEER | BRIDGE VITAL | 17T80GK23 | RVO | 2.90% | $8,010,691 |
| PIONEER ZENITH | MATRIX LEGACY | Y9L80YHRB | QTK | 10.17% | $73,238,165 |
| UNISON TIMBER DELTA | SIGNAL WAVE | 67I931ZSX | QMPLB | 6.91% | $102,183,186 |
| MATRIX SIGNAL RADIAL | LEGACY BRIDGE | 4KVONKY0C | RDOV | 6.98% | $59,147,998 |
| ZENITH VITAL PIONEER | VALUE EMBER | MBI9M5AI9 | NBO | 9.06% | $88,963,393 |
| PIONEER FUSION | VERTEX VECTOR | 86GR1EN99 | VLKA | 10.38% | $40,947,054 |
| MOMENTUM LEGACY TIMBER | ALPHA PIONEER | XMIYSPL9G | WDG | 4.07% | $22,562,596 |