# Investek Company

> Investek Company is a state-registered investment advisory firm, registered since 1993, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 14, 2026.

- CRD: 124239
- Filed as: INVESTEK COMPANY
- Legal name: Investek Company, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: May 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/124239
- AdvisorCensus page: https://advisorcensus.com/firm/investek-company-124239

## Quick answers

**How is Investek Company compensated?**
On its Form ADV (Item 5.E, October 2026), Investek Company reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Investek Company registered with the SEC or a state?**
Investek Company is a state-registered investment advisory firm, registered since 1993. Status as filed: APPROVED. CRD 124239.

**How much does Investek Company manage?**
Investek Company reports $10,950,000 in regulatory assets under management in its Form ADV filing dated May 14, 2026 (100% discretionary).

**What types of clients does Investek Company serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (34); high net worth individuals (10); investment companies (1).

**Does Investek Company report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/124239

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $10,950,000
- Discretionary: $10,950,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 34 | $6,450,000 |
| High net worth individuals | 10 | $4,140,000 |
| Investment companies | 1 | $300,000 |
| Charitable organizations | 1 | $60,000 |

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

### Firm details
- Registered since: 1993 (33 years)
- Employees: 1 total, 1 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)
- investekcompany.com
- LinkedIn @akbar-torbat-3030a633

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Investek Company (CRD 124239): Form ADV filing data as of October 2026.