Eric Timothy Croak
Investment adviser representative at Croak Capital
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$363.9MFirm assets
Are you Eric Timothy Croak? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Cam Tax, LLCJan 2021 to now
- Cam Insurance, LLCNov 2019 to now
- Croak CapitalJul 2018 to now
- Croak Asset Management, LLCMay 2017 to now
- Creative Financial PartnersAug 2015 to now
- Great Lakes Credit UnionMay 2016 to Jan 2020
- Ameritas Investment CorpAug 2015 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 3 states (LA, OH, TX).
Croak Capital
Legal name: Croak Asset Management, LLC
$363.9MAssets managed
784Clients
7Advisers
4 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
- 6531904
- Firm CRD
- 297666