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- Custodian
- Stonex
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-21-1983
- Office Locations
- 1
Office Locations
About Akar Capital Management, Inc.
Akar Capital Management, Inc. is an independent, fee-based discretionary wealth manager in Plantation, FL, serving multiple generations since 1982. The firm manages portfolios for individuals, charitable foundations, and retirement accounts, using asset allocation across individual stocks, mutual funds, and ETFs. Services include ongoing money management, 401(k) rollover and allocation reviews, and estate-planning support, with a long track record guiding clients through multiple market cycles.
Team overview
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Investment Themes
Investment Vehicles
Services
Owner & Executives
EMIL A AKAR
Broker
- CRD
- #1239404
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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A Arti Amvit Morris
Financial Analyst
- CRD
- #7022305
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $58,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $58,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $1,295,170,581 | 20.1% |
| Cash | $3,324,915,522 | 51.6% |
| Equity - Exchange | $1,823,548,630 | 28.3% |
| Total | $6,443,634,733 | 100.0% |