{
  "crd_number": 152925,
  "slug": "kodiak-investment-management-llc-aitkin-mn-152925",
  "primary_business_name": "KODIAK INVESTMENT MANAGEMENT LLC",
  "legal_name": "KODIAK INVESTMENT MANAGEMENT",
  "dbas": [],
  "city": "Aitkin",
  "state": "MN",
  "country": "United States",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2021-12-31",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-26",
  "carried_forward": false,
  "raum_total": 628400.0,
  "raum_discretionary": 628400.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 628400.0,
      "count": 16
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "MN"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/152925",
  "disclosure_items": [
    {
      "item": "11.F",
      "question": "Has an authorization to act as an attorney, accountant, or federal contractor granted to the firm or an advisory affiliate ever been revoked or suspended?"
    }
  ],
  "city_as_filed": "AITKIN",
  "url": "https://advisorcensus.com/firm/kodiak-investment-management-llc-aitkin-mn-152925",
  "display_name": "Kodiak Investment Management LLC",
  "summary": "Kodiak Investment Management LLC is a state-registered investment advisory firm in Aitkin, MN, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.",
  "citation": "AdvisorCensus. Kodiak Investment Management LLC (CRD 152925): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Kodiak Investment Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Kodiak Investment Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Kodiak Investment Management LLC located?",
      "a": "Kodiak Investment Management LLC's principal office is in Aitkin, MN, according to its Form ADV."
    },
    {
      "q": "Is Kodiak Investment Management LLC registered with the SEC or a state?",
      "a": "Kodiak Investment Management LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 152925."
    },
    {
      "q": "How much does Kodiak Investment Management LLC manage?",
      "a": "Kodiak Investment Management LLC reports $628,400 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Kodiak Investment Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16)."
    },
    {
      "q": "Does Kodiak Investment Management LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.F (authorization as an attorney, accountant, or federal contractor revoked or suspended). 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/152925"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/kodiak-investment-management-llc-aitkin-mn-152925.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 16,
      "fewer_than_5": false,
      "raum": 628400.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item 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/152925",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}