Karel Capital Inc (Spokane)

Karel Capital Inc is an adviser based in Spokane. It manages $63 million of regulatory assets for 122 client accounts. It has been registered with the SEC as an adviser since 2001.

Karel Capital provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Karel Capital: assets under management

The assets under management (AUM) of Karel Capital Inc is $63 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $63 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $516.39 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Karel Capital Inc for their services and products based on a percentage of assets under management. 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.

Careers at Karel Capital Inc

James Frederick Karel has been acting as President since 1 Dec 1990. Robert Edmond Pisano joined the executive team most recently as the Chief Financial Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Frederick Karel	President	1 Dec 1990	75% - 100%	861100
Robert Edmond Pisano	Chief financial officer	1 Jun 2000	Other	4348364

Based in Spokane

The principal office where Karel Capital Inc performs its advisory services is located at 221 N. Wall Street, Suite 609, Spokane, WA 99201 0809, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.