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MOK Capital Management

MOK Capital Management. CRD 110182

M

CRD: 110182

MOK Capital Management

LOS Altos, CA, 94022
6503188077
mokcapital.squarespace.com
$63.6M Total AUM
$48.8M Disc. AUM
-- 3Y CAGR
3 Employees
74 ADV. Clients
13 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Merrill Lynch · Prudential
Clients
Retail
Platforms
--
Established Date
06-05-2012
Office Locations
1

Office Locations

4962 EL Camino Real #235 LOS Altos CA

About MOK Capital Management

Mok Capital Management is a state-registered RIA serving individuals and families with holistic wealth management, combining portfolio management with retirement guidance, financial planning, and stock option planning. The firm emphasizes fiduciary advice and long-term, relationship-driven work, including multi-generational clients. Based in Los Altos with California, Oregon, and Nevada registration, portfolios appear ETF-centric with a core allocation to government bonds and cash.

Team overview

48 AVG AGE
$31.8M AVG AUM / ADVISOR
$860.1K AVG AUM / CLIENT
10.9 yrs AVG TENURE
3 Employees
2 Advisory Reps
1 RIA Reps
13yrs Firm Age

Insights

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Asset Classes

Ridge Insight zenith

Custodian

Radial Quantum Value

Investment Themes

Prime Zenith ember Bridge

Investment Vehicles

Atlas

Services

Momentum Foundation Insight oak Radial oak Atlas optima Crest timber Fusion peak

Owner & Executives

S

STANLEY QUION LEUNG MOK

Chief Compliance Officer

CRD
#864314
Ownership
75% or more
(929) 336-5511
north.atlas@foundationcapital.com
in linkedin.com/in/wave-ember

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Contacts

E

Evan Thomas Hirano

--

CRD
#6642066
(661) 728-1219
insight.unison@harborcapital.com
in linkedin.com/in/crest-signal
C

Christopher Henry Mok

--

CRD
#6866950
(641) 632-1134
alpha.foundation@momentumcapital.com
in linkedin.com/in/capital-alpha

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-28-2011
06-01-2012
Category Assets AVG. Account size
Discretionary $48,837,388 $298,844
Non-Discretionary $14,811,294 --
Total $63,648,682 $298,844

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Separately Managed Accounts

Total SMA Asset: $63,648,682

$63.6M Total SMA
Equity - Exchange:
49.1%
U.S. Government/Agency:
23.7%
Cash:
27.2%
Asset class Assets Assets %
Equity - Exchange $3,637,251,010 49.1%
U.S. Government/Agency $1,755,658,838 23.7%
Cash $2,014,933,350 27.2%
Total $7,407,843,198 100.0%

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