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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Frontier timber
- Established Date
- 10-23-1997
- Office Locations
- 1
Office Locations
About Karp & Associates
Karp & Associates is an independent, fee-only advisory firm serving institutions, small businesses, families, and individual investors. The firm emphasizes downside protection and volatility reduction, using modern portfolio theory with meaningful allocations to inversely correlated assets—especially U.S. intermediate- to long-term Treasuries—alongside ETFs. Founded by David Karp, whose strategies were developed after the 2008 crisis, and custodied at Charles Schwab.
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Owner & Executives
DAVID LEWIS KARP
Chief Compliance Officer
- CRD
- #1295438
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,100,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,186,957,190 | 41.4% |
| U.S. Government/Agency | $1,270,164,098 | 16.5% |
| Sovereign Bonds | $3,240,842,940 | 42.1% |
| Total | $7,697,964,228 | 100.0% |