# CK Advisors, LLC

> CK Advisors, LLC is an SEC-registered investment advisory firm, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 140062
- Filed as: CK ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/140062
- AdvisorCensus page: https://advisorcensus.com/firm/ck-advisors-llc-140062

## Quick answers

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

**Is CK Advisors, LLC registered with the SEC or a state?**
CK Advisors, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 140062.

**How much does CK Advisors, LLC manage?**
CK Advisors, LLC reports $96,656,470 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have CK Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for CK Advisors, LLC: Regulatory assets under management: $62,976,298 in the October 2021 data and $96,656,470 in the October 2026 data, up 53%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does CK Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (34); individuals (other than high net worth individuals) (4); corporations or other businesses not listed above (2).

**Which custodians does CK Advisors, LLC use?**
CK Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does CK Advisors, 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/140062

**Does CK Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 25, 2026 says: "The Advisor does not require a minimum account size for client accounts, but accounts of all sizes may be subject to minimum quarterly advisory fee charges."

**What changed in CK Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $81,088,777 to $96,656,470 (+19%).

## 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 March 25, 2026)

- Account minimum: None

> The Advisor does not require a minimum account size for client accounts, but accounts of all sizes may be subject to minimum quarterly advisory fee charges.

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

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

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: $96,656,470
- Discretionary: $96,656,470
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $3,235,227 |
| High net worth individuals | 34 | $87,531,668 |
| Corporations or other businesses not listed above | 2 | $5,889,575 |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $62,976,298 | 2 | June 17, 2021 |
| October 2022 | $82,767,909 | 2 | March 11, 2022 |
| October 2023 | $76,017,275 | 2 | September 1, 2023 |
| October 2024 | $72,438,269 | 2 | March 20, 2024 |
| October 2025 | $81,088,777 | 2 | March 24, 2025 |
| October 2026 | $96,656,470 | 2 | March 25, 2026 |

Regulatory assets under management: $62,976,298 in the October 2021 data and $96,656,470 in the October 2026 data, up 53%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $81,088,777 to $96,656,470 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CK Advisors, LLC (CRD 140062): Form ADV filing data as of October 2026.