$12.6M Total AUM
$12.6M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-04-2003
- Office Locations
- 1
Office Locations
-- Tucson AZ
About Executive Asset Advisors LLC
Executive Asset Advisors (est. 2003) is a Tucson, AZ RIA that builds custom portfolios designed to balance performance and risk, with a dedicated advisory team and an emphasis on portfolio construction and legacy planning. Public filings indicate use of equities and investment-grade fixed income. Supports client account access via custodians such as Charles Schwab and TD Ameritrade.
Team overview
-- AVG AGE
$12.6M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
23.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
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Owner & Executives
Z
ZAKARY WAYNE KARMIKEL
Chief Executive Officer
- CRD
- #2536328
- Ownership
- 75% or more
(631) 708-2894
foundation.momentum@elementcapital.com
in linkedin.com/in/glacier-ember
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,600,000
Equity - OTC:
19.1% Corporate - Investment Grade:
39.4% U.S. Government/Agency:
11.1% Equity - Exchange:
30.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $946,464,231 | 19.1% |
| Corporate - Investment Grade | $1,952,392,183 | 39.4% |
| U.S. Government/Agency | $550,039,422 | 11.1% |
| Equity - Exchange | $1,506,414,272 | 30.4% |
| Total | $4,955,310,108 | 100.0% |