Who We Serve

Who We Serve

Kodiak Capital Advisors is a family-owned, fee-only investment advisory firm in Downey, California. We manage portfolios for a small number of families, business owners, and individuals with $500,000 or more to invest, in Southeast Los Angeles County and beyond.

We keep our client list deliberately small. Every client works directly with the people who build and manage their portfolio.

Families building a legacy

Many of our clients have spent decades building wealth and now want it managed with the same care they put into earning it. We build portfolios around what the money is for: income in retirement, support for children and grandchildren, a family business, or a gift to a cause that matters.

Business owners and entrepreneurs

Owners often have most of their net worth tied up in one business. We help them build a second engine of wealth outside it, and we plan around liquidity events such as a sale or partial exit.

Professionals who have outgrown the basics

If your portfolio has become a collection of accounts, funds, and old decisions, we bring it under one strategy with one point of accountability.

Common questions

What is your minimum? Our minimum account size is $500,000.

Where are you located? Our office is at 7615 4th Pl, Downey, CA 90241. We meet clients in person or by video.

Are you a fiduciary? Yes. As a registered investment adviser, Kodiak has a fiduciary duty to act in our clients' best interests.

Do you sell insurance or annuities? No. We manage portfolios and give investment advice. We don't sell insurance, annuities, or any other commission product.

Who is not a good fit? If you're looking for a broker to execute trades, a one-time financial plan, or insurance products, another firm will serve you better.