# AK Global Asset Management, LLC

> AK Global Asset Management, LLC is an SEC-registered investment advisory firm in Oakland, CA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.

- CRD: 137530
- Filed as: AK GLOBAL ASSET MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Oakland, CA
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/137530
- AdvisorCensus page: https://advisorcensus.com/firm/ak-global-asset-management-llc-oakland-ca-137530

## Quick answers

**How is AK Global Asset Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), AK Global Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is AK Global Asset Management, LLC located?**
AK Global Asset Management, LLC's principal office is in Oakland, CA, according to its Form ADV.

**Is AK Global Asset Management, LLC registered with the SEC or a state?**
AK Global Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 137530.

**How much does AK Global Asset Management, LLC manage?**
AK Global Asset Management, LLC reports $117,775,139 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (100% discretionary).

**What types of clients does AK Global Asset Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (28).

**Which custodians does AK Global Asset Management, LLC use?**
AK Global Asset Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does AK Global Asset Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/137530

**Does AK Global Asset Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 18, 2026 says: "In general, we require a minimum of $ 250,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."

**What changed in AK Global Asset Management, LLC's recent Form ADV filings?**
In the December 2025 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated February 18, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> In general, we require a minimum of $ 250,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $117,775,139
- Discretionary: $117,775,139
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $662,094 |
| High net worth individuals | 28 | $91,427,123 |
| Corporations or other businesses not listed above | Fewer than 5 | $25,685,922 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- akglobalusa.com

## Changes in the filing (last 12 months)

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. AK Global Asset Management, LLC (CRD 137530): Form ADV filing data as of October 2026.