IKE Capital, LLC

IKE Capital provides discretionary and non-discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, managing about $257 million in client assets across roughly 105 client relationships. The firm requires written engagement agreements and does not offer standalone financial planning services.

The firm combines fundamental and technical analysis and focuses on determining an appropriate level of portfolio risk for each client rather than attempting to forecast the market, typically building diversified portfolios with a concentration in large-cap individual equities while also allocating to fixed income, REITs, ETFs, and private investments. Portfolios are customized to clients’ risk tolerance and time horizon, and in limited circumstances the firm allocates portions of client assets to Independent Managers that it selects and monitors.

IKE Capital recently reorganized ownership and merged with another investment adviser, and legacy clients of that affiliated adviser may remain subject to prior agreements that could include different fee or billing arrangements. The firm discloses that the owner also serves as the Member and Chief Compliance Officer and that it receives certain non‑cash benefits and support from recommended custodians and, in some cases, compensation routed through Independent Managers, all of which the firm identifies as potential conflicts and addresses in its disclosures.