# TAK Advisory

> TAK Advisory is a state-registered investment advisory firm, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 6, 2026.

- CRD: 168814
- Filed as: TAK ADVISORY
- Legal name: TAK Advisory LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: February 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/168814
- AdvisorCensus page: https://advisorcensus.com/firm/tak-advisory-168814

## Quick answers

**How is TAK Advisory compensated?**
On its Form ADV (Item 5.E, October 2026), TAK Advisory 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.

**Is TAK Advisory registered with the SEC or a state?**
TAK Advisory is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 168814.

**How much does TAK Advisory manage?**
TAK Advisory reports $65,820,347 in regulatory assets under management in its Form ADV filing dated February 6, 2026 (100% discretionary).

**What types of clients does TAK Advisory serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (43); high net worth individuals (19).

**Does TAK Advisory 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/168814

## 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: $65,820,347
- Discretionary: $65,820,347
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 43 | $12,461,061 |
| High net worth individuals | 19 | $53,359,286 |

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

### Firm details
- Registered since: 2013 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, ME
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- takadvisory.com
- Facebook facebook.com
- LinkedIn @laongdao-tak-suppasettawat-cfp®-cpa-a5216919

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. TAK Advisory (CRD 168814): Form ADV filing data as of October 2026.