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CROAK CAPITAL
CROAK ASSET MANAGEMENT, LLC
CRD 297666 · SEC 801-126464
432 N SUPERIOR ST., TOLEDO, OH, 43604, United States
Phone
419-464-7000
Fax
419-405-7800
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$363.9M
Discretionary AUM
$363.8M
Team
6 total employees; 6 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; ASSETS UNDER ADVISEMENT
Org form
Limited Liability Company
Filing date
2026-04-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 690 | $170.9M |
| High net worth individuals | 90 | $173.1M |
| Charitable organizations | 3 | $10.5M |
| Corporations/business entities | 1 | $9.4M |
States served
CA, CO, IL, IN, LA, MI, NC, OH, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD