HK Funds

Updated today

Find your advisor

Client assets under management

$1,690,000

Clients

50% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$211,250

About

HK Funds provides ongoing discretionary portfolio management to individuals, high‑net‑worth clients, corporations, and other investment advisers, and prepares an Investment Policy Statement for each client documenting income, tax considerations and risk tolerance. The firm also offers subadviser services to unaffiliated advisers, delivered via the Schwab platform.

The firm’s investment advice is generally limited to equities and implemented using fundamental, quantitative and technical analysis with a long‑term trading orientation; HK Funds seeks discretionary authority to select securities and execute transactions on clients’ behalf. Accounts are monitored and reviewed at least monthly, and clients receive custodian statements and monthly reports detailing holdings and fee calculations.

HK Funds is affiliated with a broker‑dealer, and the advisory brochure discloses that a firm principal serves as a registered representative who accepts compensation for the sale of securities—a potential conflict the firm documents in client files. The firm also requires clients to use Schwab Institutional for custody and describes access to Schwab’s institutional trading, research and other services (including potential soft‑dollar benefits), which may distinguish it from many peers.

Client services

Portfolio management Subadvisor services

Expertise

Active portfolio management

Fee options

Percentage

0.40% annually

Commissions

Advisory fees charged; also separate commissions may be received by certain representatives for sale of investment products; commissions are not primary source of compensation.

Main office location

HK Funds

Jacksonville FL, United States

Number of offices

Most active in

Florida

Disclosures

Business activities & affiliations

Is active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 225-773-2777

Advisors at this firm

Anthony K

Series 63, Series 65

Jacksonville, FL

HK Funds

Anthony Kurlas is a financial advisor at HK Funds with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America/Merrill Lynch for three decades. HK Funds provides ongoing portfolio management to individuals, corporations, and other advisers, focusing primarily on equities with fundamental, quantitative, and technical analysis. The firm manages accounts on a discretionary basis and offers subadvisory services through the Schwab platform.

Active portfolio management

Peter H

Series 63, Series 65

Jacksonville, FL

HK Funds

Peter Hunt is a financial advisor at HK Funds with Series 63 and Series 65 credentials and over a decade of industry experience. He has worked at North Point Advisors since 2014 and joined HK Funds in 2025. HK Funds provides ongoing portfolio management to individuals, corporations, and other advisers, focusing primarily on equities through fundamental, quantitative, and technical analysis with a long-term trading orientation. The firm also acts as a subadviser via the Schwab platform and requires client accounts to be held with a specified institutional custodian.

Active portfolio management

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support