Kanakaris and Associates

Kanakaris and Associates is a small registered investment adviser that reports managing about $7.5 million in discretionary assets for roughly 62 individual clients and offers discretionary portfolio management, written financial plans, and hourly financial consulting. The firm uses percentage-of-assets billing for ongoing portfolio management and also provides standalone planning and consulting engagements.

Its investment process emphasizes model portfolios and a quantitative, rules-based screening process for selecting stocks and ETFs, with ongoing monitoring against the S&P 500 and routine rebalancing. Several of its stated models incorporate covered-call writing, use of ETFs, sector momentum and cyclical analysis, and — in some strategies — contra ETFs or short positions and stop-loss rules, and the firm may allocate portions of client accounts to sub‑advisers or third‑party models.

Compared with peers, the firm’s client mix and scale (moderate AUM spread across many individual accounts) point to a client base concentrated among non‑HNW individuals rather than large high‑net‑worth households, and the adviser discloses affiliations that may influence recommendations — including ownership of a tax‑preparation business and advisory personnel licensed to sell insurance products. The firm also directs clients to specific custodians (TD Ameritrade and/or Interactive Brokers) and requires execution through those platforms, a practice that can affect trade routing and custody considerations.