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ABK MANAGEMENT LLC

Advisory

CA

Data as of Mar 18, 2026 · Source: SEC Form ADV

Rank in CA
#3,806
of 5,480 advisers by AUM
Average account
$753K
across 47 accounts
AUM per adviser
$35M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM
$35M
Discretionary %
100%
Clients
21
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$35M
Discretionary AUM$35M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients21
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

EMPIRE SECURITIES CORPORATION
EL SEGUNDO, CA
$35M
-1.7% 1Y
THORNE ASSET MANAGEMENT, INC.
SAN FRANCISCO, CA
$35M
+1.1% 1Y
ST. CLAIRE ADVISORS, INC.
GREENBRAE, CA
$35M
BIRD RYAN SHARP
$35M
DISRUPTIVESECULARGROWTH CORPORATION
MOUNTAIN VIEW, CA
$35M
PORTA, THOMAS KABRICK
VALLEJO, CA
$35M

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