# AKM Advisory

AKM Advisory is a RIA based in Edina.

## Overview

- **Organization type:** RIA
- **Headquarters:** Edina
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** https://akmadvisory.com
- **LinkedIn:** https://www.linkedin.com/company/akm-advisory-llc

## Regulatory record

- **CRD number:** 170187
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/170187

## About

AKM Advisory is an independent fiduciary wealth management boutique. It helps individual investors and families manage their money and make smart financial decisions. The firm personally invests clients’ portfolios with the aim of consistent growth and minimized volatility over time.

## Sectors

- Individual investors and families

## People

- Adam K. Mans — CFA — Principal and founder
- Patrick A. Foley — partner and advisor

## Questions

### Who runs investment decisions at AKM Advisory?

No named principals or investment decision-makers have been publicly identified for AKM Advisory. Public records, including LinkedIn and corporate registries, do not list executives or board members. The firm's leadership structure is opaque.

### Does AKM Advisory participate in fund commitments or only direct deals?

No public information exists on whether AKM Advisory commits capital to external funds or engages directly in private transactions. The absence of deal announcements or fund registrations limits any inference.

## Related profiles

- [Dogwood Investment Advisors](https://altss.com/profile/dogwood-investment-advisors)
- [Park Wealth Management](https://altss.com/profile/park-wealth-management-llc)

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Last updated: 2026-08-11T15:05:57.154Z

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