# Kodiak Investment Management LLC

> 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.

- CRD: 152925
- Filed as: KODIAK INVESTMENT MANAGEMENT LLC
- Legal name: Kodiak Investment Management
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Aitkin, MN
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/152925
- AdvisorCensus page: https://advisorcensus.com/firm/kodiak-investment-management-llc-aitkin-mn-152925

## Quick answers

**How is Kodiak Investment Management LLC compensated?**
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). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Kodiak Investment Management LLC located?**
Kodiak Investment Management LLC's principal office is in Aitkin, MN, according to its Form ADV.

**Is Kodiak Investment Management LLC registered with the SEC or a state?**
Kodiak Investment Management LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 152925.

**How much does Kodiak Investment Management LLC manage?**
Kodiak Investment Management LLC reports $628,400 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**What types of clients does Kodiak Investment Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16).

**Does Kodiak Investment Management LLC report any disciplinary disclosures?**
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

## 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: $628,400
- Discretionary: $628,400
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $628,400 |

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

### Firm details
- Registered since: 2021 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.F: 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/152925

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kodiak Investment Management LLC (CRD 152925): Form ADV filing data as of October 2026.