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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-23-2025
- Office Locations
- 1
Office Locations
About HK Funds
HK Funds is a Jacksonville, FL registered investment adviser serving retail clients. The firm provides portfolio construction and asset-allocation guidance, with planning support that can include insurance and business-succession needs. Portfolios are primarily implemented with ETFs (alongside cash) and may also use mutual funds, with custody at Charles Schwab.
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Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
PETER ANTHONY HUNT
Chief Investment Officer, Managing Partner
- CRD
- #2427162
- Ownership
- 50% but less than 75%
ANTHONY S KURLAS
Chief Compliance Officer, Managing Partner
- CRD
- #2436264
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,110,000 | -- |
| Non-Discretionary | $580,000 | -- |
| Total | $1,690,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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