M
CRD: 172304
Mohawk Capital Advisors, LLC
NEW York, NY
2123677239
$35.5M Total AUM
$35.5M Disc. AUM
-10.6% 3Y CAGR
1 Employees
36 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-05-2014
- Office Locations
- 1
Office Locations
-- NEW York NY
About Mohawk Capital Advisors, LLC
Mohawk Capital Advisors, LLC is a NEW York-based RIA. The firm has been operating for 11 years. Managing $35.5M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$35.5M AVG AUM / ADVISOR
$987.2K AVG AUM / CLIENT
4.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Prime Unison atlas
Client Personas
Eagle element
Investment Vehicles
Optima value Matrix
Services
Timber Value Signal Legacy legacy
Owner & Executives
L
LEONARD CHARLES ELLIS
Chief Compliance Officer, Managing Member, Portfolio Manager
- CRD
- #3215166
- Ownership
- 75% or more
(821) 443-6772
meridian.summit@legacycapital.com
in linkedin.com/in/timber-glacier
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,539,000 | $725,286 |
| Non-Discretionary | $0 | -- |
| Total | $35,539,000 | $725,286 |
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Separately Managed Accounts
Total SMA Asset: $35,539,000
Equity - Exchange:
27.6% Equity - OTC:
56.0% Corporate - Investment Grade:
16.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $956,877,426 | 27.6% |
| Equity - OTC | $1,941,490,430 | 56.0% |
| Corporate - Investment Grade | $568,579,341 | 16.4% |
| Total | $3,466,947,197 | 100.0% |