AK
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
57 advisors
Number of Clients
1,958 clients
Average Client Portfolio
$175K average
Assets Under Management
$343.5M
Fee Structure
Minimum Investment:None
Financial Planning:Investment management only
The maximum annual fee for the APM program is 2.50%, billed quarterly in advance. Fees are negotiable at the discretion of RIA or the Financial Advisor. Clients may incur additional costs such as mutual fund internal management fees. Clients can terminate their agreement with written notice, and unearned fees will be refunded.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningInsurance Planning
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Advisor Information
Office location
Highland Village, TX
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2015Settled
Other Business Activities
Anthony is the President/Director of Kulhanek Investment Specialty Services DBA, dedicating full-time hours to protecting assets from litigation. He is also an Investment Advisor Representative at Realta Investment Advisors Inc., spending a few hours per week providing investment advisory services.
Employment History
Current Registrations
Realta Investment Advisors, INC
January 2025 - Present · 1 yr
Realta Equities, INC.Broker
July 2023 - Present · 2 yrs 6 mos
Realta Equities, INC.
July 2023 - Present · 2 yrs 6 mos
Previous Registrations
Crescent Advisor Group, INC.
January 2024 - January 2025 · 1 yr
Coastal Investment Advisors
November 2023 - December 2023 · 1 mo
Titan SecuritiesBroker
September 2012 - June 2023 · 10 yrs 9 mos
Bennett Ross, INC.Broker
June 1999 - August 2012 · 13 yrs 2 mos
First Financial United Investments Ltd., L.L.P.Broker
March 1999 - June 1999 · 3 mos
Retirement Investment GroupBroker
August 1997 - March 1999 · 1 yr 7 mos
PFS Investments INC. Broker
November 1989 - August 1997 · 7 yrs 9 mos
State Registrations13 states
ALARAZCACOFLKSMONJOKSCSDTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.