RIA Intel›Advisers›Ohio›CROAK ASSET MANAGEMENT, LLC

CROAK ASSET MANAGEMENT, LLC

Advisory

N·TOLEDO, OH

Data as of Mar 19, 2026 · Source: SEC Form ADV

Total AUM
$364M
1-Year AUM Growth
+40.9%
3-Year CAGR
+15.0%
Employees
6
Assets Under Management
Total AUM$364M
Discretionary AUM$364M
Non-Discretionary AUM$170K
Discretionary %100%
Total Clients824
Team
Total Employees6
Investment Advisers6
Employee Growth (1Y)+75.0%
Filing History
Total Filings on Record9
First FilingJul 29, 2022
Latest FilingMar 19, 2026
🔒 Full AUM trend chart and 9 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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