{ "crd_number": 10791, "slug": "akar-capital-management-inc-plantation-fl-10791", "primary_business_name": "AKAR CAPITAL MANAGEMENT, INC.", "legal_name": "AKAR CAPITAL MANAGEMENT, INC.", "dbas": [], "city": "Plantation", "state": "FL", "country": "United States", "cbsa_code": "33100", "metro": { "cbsa_code": "33100", "common_name": "Miami", "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL", "path": "/advisors/fl/miami" }, "registration_type": "state", "registration_status": "APPROVED", "registration_date": "2000-07-31", "years_registered": 26, "period": "2026-10-01", "filing_date": "2026-02-06", "carried_forward": false, "raum_total": 58000000.0, "raum_discretionary": 58000000.0, "raum_non_discretionary": 0.0, "raum_band": "25m_100m", "raum_band_label": "$25 million to $100 million", "total_employees": 1, "advisory_employees": 1, "client_count_bucket": null, "clients_by_type": { "other": { "raum": null, "count": 0 }, "charitable": { "raum": null, "count": 0 }, "individuals": { "raum": 9000000.0, "count": 31 }, "banking_thrift": { "raum": null, "count": 0 }, "state_municipal": { "raum": null, "count": 0 }, "insurance_companies": { "raum": null, "count": 0 }, "investment_companies": { "raum": null, "count": 0 }, "pension_profit_sharing": { "raum": null, "count": 0 }, "other_investment_advisers": { "raum": null, "count": 0 }, "high_net_worth_individuals": { "raum": 49000000.0, "count": 33 }, "pooled_investment_vehicles": { "raum": null, "count": 0 }, "corporations_other_businesses": { "raum": null, "count": 0 }, "business_development_companies": { "raum": null, "count": 0 }, "sovereign_wealth_foreign_official": { "raum": null, "count": 0 } }, "compensation_types": [ "commissions", "percentage_of_aum" ], "advisory_activities": [ "portfolio_management_individuals" ], "wrap_fee_participant": false, "disclosure_yes_count": 4, "states_registered": [ "FL" ], "websites": [ "https://akarcapital.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/10791", "disclosure_items": [ { "item": "11.C(1)", "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate made a false statement or omission?" }, { "item": "11.C(2)", "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?" }, { "item": "11.C(5)", "question": "Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?" }, { "item": "11.E(2)", "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?" } ], "city_as_filed": "PLANTATION", "url": "https://advisorcensus.com/firm/akar-capital-management-inc-plantation-fl-10791", "display_name": "Akar Capital Management, Inc.", "summary": "Akar Capital Management, Inc. is a state-registered investment advisory firm in Plantation, FL, registered since 2000, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 6, 2026.", "citation": "AdvisorCensus. Akar Capital Management, Inc. (CRD 10791): Form ADV filing data as of October 2026.", "registration_type_label": "State-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Commissions" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses" ], "quick_answers": [ { "q": "How is Akar Capital Management, Inc. compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Akar Capital Management, Inc. reports these compensation arrangements: a percentage of assets under its management; commissions. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Akar Capital Management, Inc. located?", "a": "Akar Capital Management, Inc.'s principal office is in Plantation, FL, according to its Form ADV." }, { "q": "Is Akar Capital Management, Inc. registered with the SEC or a state?", "a": "Akar Capital Management, Inc. is a state-registered investment advisory firm, registered since 2000. Status as filed: APPROVED. CRD 10791." }, { "q": "How much does Akar Capital Management, Inc. manage?", "a": "Akar Capital Management, Inc. reports $58,000,000 in regulatory assets under management in its Form ADV filing dated February 6, 2026 (100% discretionary)." }, { "q": "What types of clients does Akar Capital Management, Inc. serve?", "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (33); individuals (other than high net worth individuals) (31)." }, { "q": "Does Akar Capital Management, Inc. report any disciplinary disclosures?", "a": "Reports 4 disclosure items on Form ADV Item 11: yes answers to 11.C(1) (SEC or CFTC finding of a false statement or omission), 11.C(2) (SEC or CFTC finding of a violation), 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order), and 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/10791" } ], "filing_history": [], "recent_changes": [], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/akar-capital-management-inc-plantation-fl-10791.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 31, "fewer_than_5": false, "raum": 9000000.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 33, "fewer_than_5": false, "raum": 49000000.0 }, { "type": "banking_thrift", "label": "Banking or thrift institutions", "count": 0, "fewer_than_5": false, "raum": null }, { "type": "investment_companies", "label": "Investment companies", "count": 0, "fewer_than_5": false, "raum": null }, { "type": "business_development_companies", "label": "Business development companies", "count": 0, "fewer_than_5": false, "raum": null }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 0, "fewer_than_5": false, "raum": null }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 0, "fewer_than_5": false, "raum": null }, { "type": "charitable", "label": "Charitable organizations", "count": 0, "fewer_than_5": false, "raum": null }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": 0, "fewer_than_5": false, "raum": null }, { "type": "other_investment_advisers", "label": "Other investment advisers", "count": 0, "fewer_than_5": false, "raum": null }, { "type": "insurance_companies", "label": "Insurance companies", "count": 0, "fewer_than_5": false, "raum": null }, { "type": "sovereign_wealth_foreign_official", "label": "Sovereign wealth funds and foreign official institutions", "count": 0, "fewer_than_5": false, "raum": null }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 0, "fewer_than_5": false, "raum": null }, { "type": "other", "label": "Other", "count": 0, "fewer_than_5": false, "raum": null } ], "disclosure_line": "Reports 4 disclosure items on Form ADV Item 11.", "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/10791", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }