$6.3B Total AUM
$5.1B Disc. AUM
9.4% 3Y CAGR
320 Employees
13,498 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Vital legacy
- Established Date
- 11-18-2003
- Office Locations
- 178
Office Locations
1 Alhambra Plaza PH Coral Gables FL
1 E. Broward Blvd. 7TH Floor Fort Lauderdale FL
101 Plaza East Blvd Suite 203 Evansville IN
About Kovack Advisors, Inc.
Kovack Advisors, Inc. is an SEC-registered RIA providing fee-based advisory accounts and its CHOICE programs for financial professionals serving retail and institutional investors. The firm offers an approved menu of third-party money management programs, including asset allocation firms and individual managers, and supports advisors with objective program review and evaluation. It emphasizes independence from proprietary products.
Team overview
52 AVG AGE
$20.9M AVG AUM / ADVISOR
$465.2K AVG AUM / CLIENT
9.1 yrs AVG TENURE
320 Employees
300 Advisory Reps
300 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Delta zenith Element Glacier
Client Personas
Foundation ember
Custodian
Crest Pioneer
Investment Themes
Quantum signal Insight Value Vector Horizon pathway Momentum
Investment Vehicles
Legacy glacier Bridge beacon
Platform
Vital Crest fusion
Services
Oak bridge Frontier alpha Harbor ridge Ridge
Technology
Fusion bridge
Owner & Executives
B
BRIAN JOHN KOVACK
Chief Executive Officer, Financial Advisor, President
- CRD
- #2809477
- Ownership
- Less than 5%
(848) 230-8911
optima.vertex@legacycapital.com
in linkedin.com/in/vertex-horizon
C
CECILIA MERCADO
Chief Compliance Officer
- CRD
- #5003364
- Ownership
- Less than 5%
(929) 636-1543
atlas.delta@beaconcapital.com
in linkedin.com/in/pioneer-beacon
H
Harbor peak
Radial ridge
- CRD
- #56400
- Ownership
- 43.8%
(563) 555-2126
frontier.foundation@elementcapital.com
in linkedin.com/in/oak-eagle
Showing 2 of 3 owners & executives
Unlock allContacts
R
RALPH GERARD ADAMO
--
- CRD
- #1624126
(861) 897-8782
pathway.wave@pioneercapital.com
in linkedin.com/in/oak-horizon
ANTHONY DAVID AGBAY
--
- CRD
- #2354562
(476) 386-2338
timber.pioneer@horizoncapital.com
in linkedin.com/in/wave-vital
P
Peak unison
Pioneer atlas
- CRD
- #93082
(856) 434-9809
radial.frontier@pioneercapital.com
in linkedin.com/in/beacon-optima
Showing 2 of 262 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,124,376,732 | $299,479 |
| Non-Discretionary | $1,155,283,830 | $341,598 |
| Total | $6,279,660,562 | $306,430 |
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Separately Managed Accounts
Total SMA Asset: $6,279,660,562
Equity - Exchange:
18.8% Public Funds:
9.8% Equity - OTC:
17.1% Municipal Bonds:
18.0% Cash:
15.7% Corporate - Non-Investment Grade:
11.1% U.S. Government/Agency:
9.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $598,961,604 | 18.8% |
| Public Funds | $312,224,666 | 9.8% |
| Equity - OTC | $544,800,183 | 17.1% |
| Municipal Bonds | $573,473,876 | 18.0% |
| Cash | $500,196,659 | 15.7% |
| Corporate - Non-Investment Grade | $353,642,224 | 11.1% |
| U.S. Government/Agency | $302,666,768 | 9.5% |
| Total | $3,185,965,980 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON FOCUS CAPITAL | MOMENTUM EAGLE | H0U0O0X62 | BSYCZ | 8.87% | $102,965,481 |
| EAGLE EAGLE | VERTEX CATALYST | 9UZY0IAD2 | SYWHV | 9.59% | $82,273,487 |
| ELEMENT FRONTIER | VECTOR MERIDIAN | ZSTEZEQJZ | DOEGO | 1.73% | $109,563,901 |
| SUMMIT ALPHA | FRONTIER BRIDGE | A9983O99H | RTGOS | 6.84% | $74,936,727 |
| HORIZON ALPHA | FUSION ATLAS | 65BQTZ9RV | IGS | 6.40% | $89,338,073 |
| OPTIMA EAGLE VECTOR | INSIGHT RIDGE | 0RHNA0N7G | QJKK | 11.95% | $17,444,526 |
| EMBER VERTEX | HORIZON EMBER | ZW0P3BNGT | OPX | 0.65% | $105,992,739 |
| FRONTIER FRONTIER VECTOR | FRONTIER CATALYST | 3NKTGE0AX | SVHJN | 11.79% | $10,458,229 |