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KOVACK ADVISORS, INC.
CRD 140808 · SEC 801-63048
6451 N. FEDERAL HWY, SUITE 1201, FT. LAUDERDALE, FL, 33308, United States
Phone
954-782-4771
Fax
954-943-7331
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$6.28B
Discretionary AUM
$5.12B
Team
320 total employees; 300 advisory reps; 205 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; SHARE IN THIRD PARTY FEES
Org form
Corporation
Filing date
2026-04-27
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11316 | $2.81B |
| High net worth individuals | 1590 | $2.78B |
| Banking/thrift institutions | 1 | $757K |
| Pension/profit sharing plans | 181 | $0 |
| State/municipal entities | 5 | $198.6M |
| Corporations/business entities | 200 | $490.4M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD