# Kanakaris and Associates

> Kanakaris and Associates is a state-registered investment advisory firm in Woodstock, GA, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2021.

- CRD: 285233
- Filed as: KANAKARIS AND ASSOCIATES
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Woodstock, GA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2021
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/285233
- AdvisorCensus page: https://advisorcensus.com/firm/kanakaris-and-associates-woodstock-ga-285233

## Quick answers

**How is Kanakaris and Associates compensated?**
On its Form ADV (Item 5.E, October 2026), Kanakaris and Associates reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Kanakaris and Associates located?**
Kanakaris and Associates' principal office is in Woodstock, GA, according to its Form ADV.

**Is Kanakaris and Associates registered with the SEC or a state?**
Kanakaris and Associates is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 285233.

**How much does Kanakaris and Associates manage?**
Kanakaris and Associates reports $7,518,209 in regulatory assets under management in its Form ADV filing dated March 31, 2021 (100% discretionary).

**What types of clients does Kanakaris and Associates serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (62).

**Does Kanakaris and Associates 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/285233

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $7,518,209
- Discretionary: $7,518,209
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 62 | $7,518,209 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kanakaris and Associates (CRD 285233): Form ADV filing data as of October 2026.