Ike Capital, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 30, 2026, reports $257M in regulatory assets under management, 3 employees, 2 offices, and 232 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 60.0% of total clients.
Top client categories% of clientsClients
1
HNWI
60.0%
66
2
Individuals
35.5%
39
3
Corporations
3.6%
4
4
Charitable
0.9%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$257Mas of March 30, 2026
Discretionary96.5%
$248M
97% of total RAUM96.5%
Non-discretionary3.5%
$9M
3% of total RAUM3.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$257M
Total Accounts232
10Y AUM Change+$140M (+118.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee37:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.