Anthony Jerry Kulhanek
Investment adviser representative at Realta Investment Advisors, Inc
14 yearsExperience
1 stateRegistered in
$385.4MFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Realta Investment Advisors, Inc.Jan 2025 to now
- Realta Equities, Inc.Jun 2023 to now
- Crescent Advisors Group, Inc.Mar 2024 to Dec 2024
- Coastal Investment Advisors, Inc.Nov 2023 to Dec 2023
- Titan SecuritiesSep 2012 to Jun 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Realta Investment Advisors, Inc
$385.4MAssets managed
1,231Clients
57Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1977093
- Firm CRD
- 134952