PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Kovack Advisors, Inc.

● SEC registered since 2004CRD 140808SEC# 801-63048Ft. Lauderdale, FL
Export (members)
Reg. AUM
$6.28B
Employees
320
Accounts
20,493
Location
Ft. Lauderdale, FL

Kovack Advisors, Inc. assets under management

Kovack Advisors, Inc. is an SEC-registered investment adviser based in Ft. Lauderdale, FL. The firm has been registered since 2004. It reports $6.3 billion in regulatory assets under management and employs 320 people.

Kovack Advisors, Inc. owners & executives

9 reported
NameTitleOwnershipSince
Brian John Kovack ControlPresidentUnder 5%2020
Cecilia Mercado ControlChief Compliance OfficerUnder 5%2024
Kovack Financial, LLC ControlOwnerOver 75%2011
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Kovack Advisors, Inc. manage?

Kovack Advisors, Inc. reports $6.3 billion in regulatory assets under management on its Form ADV.

How many employees does Kovack Advisors, Inc. have?

Kovack Advisors, Inc. reports 320 employees.

Where is Kovack Advisors, Inc. located?

Kovack Advisors, Inc. is based in Ft. Lauderdale, FL and has been SEC-registered since 2004.

Does Kovack Advisors, Inc. disclose fund performance?

Kovack Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6451 N. Federal Hwy, Suite 1201, Ft. Lauderdale, FL 33308
Phone954-782-4771
Fax954-943-7331
Office hours9 A.M To 5 p.m. Est
SEC regionMiami Regional Office (MIRO)
CIK1728321
Discloses disciplinary historyYes

Regulatory AUM

$6.28B▲ 13%
Mar '25 — $5.53BApr '25 — $5.53BMay '25 — $5.53BJun '25 — $5.53BJul '25 — $5.53BAug '25 — $5.53BSep '25 — $5.53BOct '25 — $5.53BNov '25 — $5.53BDec '25 — $5.53BJan '26 — $5.53BFeb '26 — $5.53BMar '26 — $6.28BApr '26 — $6.28BMay '26 — $6.28BJun '26 — $6.28B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 11%
Larger than 89% of 16,271 advisers
EmployeesTop 2%
More than 98% of 16,825 advisers

Assets under management

$6.28Bregulatory AUM
Discretionary $5.12BNon-discretionary $1.16B