Organik Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,689,135
Clients
8
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
8
Very LowAverage account size
$336,142
About
Organik Capital provides financial planning, investment consultation, ongoing supervision, and discretionary portfolio management to individual investors, high‑net‑worth clients, and small businesses. Planning engagements may be broad‑based or modular, and clients receive written plans and implementation support as part of the advisory relationship.
The firm’s investment approach emphasizes active, valuation‑oriented selection of high‑quality businesses for long‑term holdings while permitting passive index allocations when appropriate. Portfolios are customized to each client’s objectives and constraints and may incorporate hedging and long/short techniques — including short positions, equity ETFs, and options — with regular reviews and discretionary trading authority.
What is noteworthy about the firm relative to peers is the availability of performance‑based fee arrangements for qualified clients, implemented with a high‑watermark and an explicit hurdle before performance fees are assessed. The adviser also manages a relatively small pool of assets for a limited number of clients and states that financial planning sessions are provided without a separate planning fee.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
Debt management
Retirement income strategy
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
1.00% annually
20% of net gains above a 5% hurdle rate, assessed annually with a high watermark
Account minimum: $1,100,000
Main office location
Organik Capital LLC
South Pasadena CA, United States
Number of offices
1
Most active in
Organik Capital LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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