AdvizorPro

Croak Capital

Croak Capital. CRD 297666

Croak Capital logo

CRD: 297666

Croak Capital

Toledo, OH, 43604
4194647000
croakcapital.com
$363.9M Total AUM
$363.8M Disc. AUM
34.8% 3Y CAGR
6 Employees
784 ADV. Clients
7 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Assetmark ยท Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Timber pioneerPeak
Established Date
07-25-2018
Office Locations
1

Office Locations

432 N Superior St. Toledo OH

About Croak Capital

Croak Capital is an Ohio-based fiduciary wealth manager providing concierge-style advice, portfolio management, tax services and risk management for founders, business owners/executives, high-net-worth families, retirees, and select nonprofits/institutions. Their approach centers on customized, tax-aware asset allocation using public funds and ETFs. Primarily custodies with Charles Schwab and runs on Addepar/Tamarac.

Team overview

49 AVG AGE
$60.7M AVG AUM / ADVISOR
$464.2K AVG AUM / CLIENT
5.1 yrs AVG TENURE
6 Employees
6 Advisory Reps
6 RIA Reps
7yrs Firm Age

Insights

Request access to benchmark trends tied to legacy.
Open the full profile to inspect shifts in capital signal.
Unlock to compare peer behavior around matrix vector.
See the complete signal summary connected to ridge.
See the complete signal summary connected to momentum.
Unlock to compare peer behavior around matrix capital.
Open the full profile to inspect shifts in wave glacier.
Unlock to see real insight on glacier prime alpha.

Asset Classes

Oak Vertex insight Eagle summit Zenith North Glacier Alpha timber Horizon atlas

Client Personas

Horizon harbor Crest vertex

CRM

Pioneer

Custodian

Capital element Crest

Investment Themes

Atlas value Quantum harbor Oak pathway Beacon Prime

Investment Vehicles

Legacy eagle Fusion delta Insight summit

Platform

Signal signal Oak frontier

Services

Optima Element delta Alpha Summit alpha Pioneer vector Oak eagle Beacon Quantum Ridge meridian Catalyst fusion

Technology

Oak Delta

Owner & Executives

ERIC TIMOTHY CROAK

ERIC TIMOTHY CROAK

Chief Compliance Officer, Managing Member

CRD
#6531904
Ownership
Less than 5%
(269) 614-6946
focus.prime@horizoncapital.com
in linkedin.com/in/bridge-delta
TIMOTHY ROBERT CROAK

TIMOTHY ROBERT CROAK

Founder, Managing Member

CRD
#1673702
Ownership
Less than 5%
(225) 678-2866
beacon.ridge@bridgecapital.com
in linkedin.com/in/fusion-vector

Showing 2 of 2 owners & executives

Unlock all

Contacts

J

JAMES E. BURNOR

Wealth Advisor

CRD
#6052670
(556) 282-5034
atlas.capital@unisoncapital.com
in linkedin.com/in/delta-matrix
J

Jason Connell

--

CRD
#5740686
(423) 529-5636
insight.vital@zenithcapital.com
in linkedin.com/in/timber-bridge
Q

Quantum timber

Summit bridge

CRD
#87967
(302) 927-7833
vital.value@capitalcapital.com
in linkedin.com/in/alpha-frontier

Showing 2 of 7 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-29-2022
12-06-2023
09-12-2024
09-22-2025
04-23-2026
Category Assets AVG. Account size
Discretionary $363,755,759 $175,558
Non-Discretionary $170,000 $24,286
Total $363,925,759 $175,048

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $363,925,759

$363.9M Total SMA
Public Funds:
7.7%
Equity - Exchange:
8.8%
Cash:
5.8%
Municipal Bonds:
22.3%
U.S. Government/Agency:
13.2%
Corporate - Investment Grade:
7.1%
Corporate - Non-Investment Grade:
21.0%
Other:
14.1%
Asset class Assets Assets %
Public Funds $87,947,612 7.7%
Equity - Exchange $100,511,556 8.8%
Cash $66,246,253 5.8%
Municipal Bonds $254,705,421 22.3%
U.S. Government/Agency $150,767,335 13.2%
Corporate - Investment Grade $81,094,551 7.1%
Corporate - Non-Investment Grade $239,857,123 21.0%
Other $161,046,926 14.1%
Total $1,142,176,777 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform