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Akela Capital LLC (Cary)


Akela Capital LLC is a large advisory firm based in Cary. It manages $544.68 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of North Carolina.

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Akela Capital provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Akela Capital: assets under management

The assets under management (AUM) of Akela Capital LLC is $544.68 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $544.68 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $272.34 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Akela Capital LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Cary

The principal office where Akela Capital LLC performs its advisory services is located at 1001 Winstead Drive, Cary, NC 27513 2130, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 919-678-9006 or by fax 919-678-1236. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at www.akelacapital.com.


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