KOVACK ADVISORS, INC.
CRD #140808 SEC #801-63048 FT. LAUDERDALE, FL 954-782-4771
SEC Registered Disclosures
Total AUM
$5.5B
Discretionary
$4.8B
Employees
330
Clients
51
Accounts
19,809
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $5.5B | $4.8B | $778.8M | 330 | 179 |
| Apr 2025 | $5.5B | $4.8B | $778.8M | 330 | 179 |
| Mar 2025 | $5.5B | $4.8B | $778.8M | 330 | 179 |
| Sep 2024 | $4.3B | $3.5B | $764.8M | 315 | 1,602 |
| Apr 2024 | $4.3B | $3.5B | $764.8M | 315 | 1,602 |
| Mar 2024 | $4.3B | $3.5B | $764.8M | 315 | 1,602 |
| Jul 2023 | $3.7B | $3B | $695.9M | 330 | 1,148 |
| Mar 2023 | $3.7B | $3B | $695.9M | 330 | 1,148 |
| Sep 2022 | $4.5B | $3.5B | $1B | 320 | 1,137 |
| Apr 2022 | $4.5B | $3.5B | $1B | 320 | 1,137 |
| Apr 2022 | $4.5B | $3.5B | $1B | 320 | 1,137 |
| Mar 2022 | $4.5B | $3.5B | $1B | 320 | 1,137 |
| Mar 2022 | $3.5B | $2.4B | $1.1B | 294 | 1,785 |
| May 2021 | $3.5B | $2.4B | $1.1B | 294 | 1,785 |
| Apr 2021 | $3.5B | $2.4B | $1.1B | 294 | 1,785 |
| Apr 2021 | $3.5B | $2.4B | $1.1B | 294 | 1,785 |
| Jun 2020 | $2.9B | $2.1B | $839.7M | 294 | 987 |
| Jun 2020 | $2.9B | $2.1B | $839.7M | 294 | 987 |
| Jun 2020 | $2.9B | $2.1B | $839.7M | 294 | 987 |
| May 2020 | $2.9B | $2.1B | $839.7M | 294 | 987 |
| May 2020 | $2.9B | $2.1B | $839.7M | 294 | 987 |
| May 2020 | $2.3B | $1.6B | $664M | 290 | 1,102 |
| Jul 2019 | $2.3B | $1.6B | $664M | 290 | 1,102 |
| Apr 2019 | $2.3B | $1.6B | $664M | 290 | 1,102 |
| Apr 2019 | $2.3B | $1.6B | $664M | 290 | 1,102 |
| Mar 2019 | $2.3B | $1.6B | $664M | 290 | 1,102 |
| Jan 2019 | $2.2B | $1.7B | $536.2M | 295 | 1,009 |
| Aug 2018 | $2.2B | $1.7B | $536.2M | 295 | 1,009 |
| Aug 2018 | $2.2B | $1.7B | $536.2M | 295 | 1,009 |
| Aug 2018 | $2.2B | $1.7B | $536.2M | 295 | 1,009 |
| Mar 2018 | $2.2B | $1.7B | $536.2M | 295 | 1,009 |
| Jun 2017 | $1.7B | $1.3B | $434.4M | 250 | 6,300 |
| May 2017 | $1.7B | $1.3B | $434.4M | 250 | 6,300 |
| Mar 2017 | $1.7B | $1.3B | $434.4M | 250 | 6,300 |
| Mar 2016 | $1.3B | $980.9M | $336M | 245 | 5,400 |
| Mar 2015 | $1.2B | $813.8M | $358.2M | 199 | 4,400 |
| Mar 2014 | $913.9M | $560.6M | $353.3M | 171 | 3,500 |
| Aug 2013 | $809.4M | $397.4M | $412M | 167 | 3,190 |
| Mar 2013 | $809.4M | $397.4M | $412M | 167 | 3,190 |
| Jan 2013 | $614.5M | $330.8M | $283.7M | 165 | 3,100 |
| Dec 2012 | $614.5M | $330.8M | $283.7M | 165 | 3,100 |
| Aug 2012 | $614.5M | $330.8M | $283.7M | 51 | 3,100 |
| Mar 2012 | $614.5M | $330.8M | $283.7M | 51 | 3,100 |
| Mar 2011 | $494.9M | $127.9M | $367M | 51 | -- |
| Feb 2011 | $349.2M | $40.6M | $308.6M | 51 | -- |
| Jul 2010 | $349.2M | $40.6M | $308.6M | 51 | -- |
| Mar 2010 | $349.2M | $40.6M | $308.6M | 51 | -- |
| Oct 2009 | $212.8M | $20M | $192.8M | 51 | -- |
| Apr 2009 | $212.8M | $20M | $192.8M | 51 | -- |
| Apr 2009 | $212.8M | $20M | $192.8M | 51 | -- |
| Jan 2008 | $210.6M | $24.3M | $186.4M | 51 | -- |
| Jan 2008 | $210.6M | $24.3M | $186.4M | 51 | -- |
| Jan 2008 | $210.6M | $24.3M | $186.4M | 5 | -- |
| Jan 2008 | $104.7M | $17.2M | $87.4M | 51 | -- |
| Jan 2008 | $104.7M | $17.2M | $87.4M | 51 | -- |
| Nov 2007 | $104.7M | $17.2M | $87.4M | 51 | -- |
| Oct 2007 | $104.7M | $17.2M | $87.4M | 51 | -- |
| Sep 2007 | $104.7M | $17.2M | $87.4M | 51 | -- |
| Apr 2007 | $104.7M | $17.2M | $87.4M | 51 | -- |
| Mar 2007 | $104.7M | $17.2M | $87.4M | 51 | -- |
| Mar 2007 | $104.7M | $17.2M | $87.4M | 51 | -- |
| Feb 2007 | $104.7M | $17.2M | $87.4M | 51 | -- |
| Jan 2007 | $104.7M | $17.2M | $87.4M | 51 | -- |
| Dec 2006 | $83.9M | $4.3M | $79.6M | 51 | -- |
| Nov 2006 | $83.9M | $4.3M | $79.6M | 51 | -- |
DateDec 2025
Total AUM$5.5B
Discretionary$4.8B
Non-Disc.$778.8M
Employees330
Clients179
DateApr 2025
Total AUM$5.5B
Discretionary$4.8B
Non-Disc.$778.8M
Employees330
Clients179
DateMar 2025
Total AUM$5.5B
Discretionary$4.8B
Non-Disc.$778.8M
Employees330
Clients179
DateSep 2024
Total AUM$4.3B
Discretionary$3.5B
Non-Disc.$764.8M
Employees315
Clients1,602
DateApr 2024
Total AUM$4.3B
Discretionary$3.5B
Non-Disc.$764.8M
Employees315
Clients1,602
DateMar 2024
Total AUM$4.3B
Discretionary$3.5B
Non-Disc.$764.8M
Employees315
Clients1,602
DateJul 2023
Total AUM$3.7B
Discretionary$3B
Non-Disc.$695.9M
Employees330
Clients1,148
DateMar 2023
Total AUM$3.7B
Discretionary$3B
Non-Disc.$695.9M
Employees330
Clients1,148
DateSep 2022
Total AUM$4.5B
Discretionary$3.5B
Non-Disc.$1B
Employees320
Clients1,137
DateApr 2022
Total AUM$4.5B
Discretionary$3.5B
Non-Disc.$1B
Employees320
Clients1,137
DateApr 2022
Total AUM$4.5B
Discretionary$3.5B
Non-Disc.$1B
Employees320
Clients1,137
DateMar 2022
Total AUM$4.5B
Discretionary$3.5B
Non-Disc.$1B
Employees320
Clients1,137
DateMar 2022
Total AUM$3.5B
Discretionary$2.4B
Non-Disc.$1.1B
Employees294
Clients1,785
DateMay 2021
Total AUM$3.5B
Discretionary$2.4B
Non-Disc.$1.1B
Employees294
Clients1,785
DateApr 2021
Total AUM$3.5B
Discretionary$2.4B
Non-Disc.$1.1B
Employees294
Clients1,785
DateApr 2021
Total AUM$3.5B
Discretionary$2.4B
Non-Disc.$1.1B
Employees294
Clients1,785
DateJun 2020
Total AUM$2.9B
Discretionary$2.1B
Non-Disc.$839.7M
Employees294
Clients987
DateJun 2020
Total AUM$2.9B
Discretionary$2.1B
Non-Disc.$839.7M
Employees294
Clients987
DateJun 2020
Total AUM$2.9B
Discretionary$2.1B
Non-Disc.$839.7M
Employees294
Clients987
DateMay 2020
Total AUM$2.9B
Discretionary$2.1B
Non-Disc.$839.7M
Employees294
Clients987
DateMay 2020
Total AUM$2.9B
Discretionary$2.1B
Non-Disc.$839.7M
Employees294
Clients987
DateMay 2020
Total AUM$2.3B
Discretionary$1.6B
Non-Disc.$664M
Employees290
Clients1,102
DateJul 2019
Total AUM$2.3B
Discretionary$1.6B
Non-Disc.$664M
Employees290
Clients1,102
DateApr 2019
Total AUM$2.3B
Discretionary$1.6B
Non-Disc.$664M
Employees290
Clients1,102
DateApr 2019
Total AUM$2.3B
Discretionary$1.6B
Non-Disc.$664M
Employees290
Clients1,102
DateMar 2019
Total AUM$2.3B
Discretionary$1.6B
Non-Disc.$664M
Employees290
Clients1,102
DateJan 2019
Total AUM$2.2B
Discretionary$1.7B
Non-Disc.$536.2M
Employees295
Clients1,009
DateAug 2018
Total AUM$2.2B
Discretionary$1.7B
Non-Disc.$536.2M
Employees295
Clients1,009
DateAug 2018
Total AUM$2.2B
Discretionary$1.7B
Non-Disc.$536.2M
Employees295
Clients1,009
DateAug 2018
Total AUM$2.2B
Discretionary$1.7B
Non-Disc.$536.2M
Employees295
Clients1,009
DateMar 2018
Total AUM$2.2B
Discretionary$1.7B
Non-Disc.$536.2M
Employees295
Clients1,009
DateJun 2017
Total AUM$1.7B
Discretionary$1.3B
Non-Disc.$434.4M
Employees250
Clients6,300
DateMay 2017
Total AUM$1.7B
Discretionary$1.3B
Non-Disc.$434.4M
Employees250
Clients6,300
DateMar 2017
Total AUM$1.7B
Discretionary$1.3B
Non-Disc.$434.4M
Employees250
Clients6,300
DateMar 2016
Total AUM$1.3B
Discretionary$980.9M
Non-Disc.$336M
Employees245
Clients5,400
DateMar 2015
Total AUM$1.2B
Discretionary$813.8M
Non-Disc.$358.2M
Employees199
Clients4,400
DateMar 2014
Total AUM$913.9M
Discretionary$560.6M
Non-Disc.$353.3M
Employees171
Clients3,500
DateAug 2013
Total AUM$809.4M
Discretionary$397.4M
Non-Disc.$412M
Employees167
Clients3,190
DateMar 2013
Total AUM$809.4M
Discretionary$397.4M
Non-Disc.$412M
Employees167
Clients3,190
DateJan 2013
Total AUM$614.5M
Discretionary$330.8M
Non-Disc.$283.7M
Employees165
Clients3,100
DateDec 2012
Total AUM$614.5M
Discretionary$330.8M
Non-Disc.$283.7M
Employees165
Clients3,100
DateAug 2012
Total AUM$614.5M
Discretionary$330.8M
Non-Disc.$283.7M
Employees51
Clients3,100
DateMar 2012
Total AUM$614.5M
Discretionary$330.8M
Non-Disc.$283.7M
Employees51
Clients3,100
DateMar 2011
Total AUM$494.9M
Discretionary$127.9M
Non-Disc.$367M
Employees51
Clients--
DateFeb 2011
Total AUM$349.2M
Discretionary$40.6M
Non-Disc.$308.6M
Employees51
Clients--
DateJul 2010
Total AUM$349.2M
Discretionary$40.6M
Non-Disc.$308.6M
Employees51
Clients--
DateMar 2010
Total AUM$349.2M
Discretionary$40.6M
Non-Disc.$308.6M
Employees51
Clients--
DateOct 2009
Total AUM$212.8M
Discretionary$20M
Non-Disc.$192.8M
Employees51
Clients--
DateApr 2009
Total AUM$212.8M
Discretionary$20M
Non-Disc.$192.8M
Employees51
Clients--
DateApr 2009
Total AUM$212.8M
Discretionary$20M
Non-Disc.$192.8M
Employees51
Clients--
DateJan 2008
Total AUM$210.6M
Discretionary$24.3M
Non-Disc.$186.4M
Employees51
Clients--
DateJan 2008
Total AUM$210.6M
Discretionary$24.3M
Non-Disc.$186.4M
Employees51
Clients--
DateJan 2008
Total AUM$210.6M
Discretionary$24.3M
Non-Disc.$186.4M
Employees5
Clients--
DateJan 2008
Total AUM$104.7M
Discretionary$17.2M
Non-Disc.$87.4M
Employees51
Clients--
DateJan 2008
Total AUM$104.7M
Discretionary$17.2M
Non-Disc.$87.4M
Employees51
Clients--
DateNov 2007
Total AUM$104.7M
Discretionary$17.2M
Non-Disc.$87.4M
Employees51
Clients--
DateOct 2007
Total AUM$104.7M
Discretionary$17.2M
Non-Disc.$87.4M
Employees51
Clients--
DateSep 2007
Total AUM$104.7M
Discretionary$17.2M
Non-Disc.$87.4M
Employees51
Clients--
DateApr 2007
Total AUM$104.7M
Discretionary$17.2M
Non-Disc.$87.4M
Employees51
Clients--
DateMar 2007
Total AUM$104.7M
Discretionary$17.2M
Non-Disc.$87.4M
Employees51
Clients--
DateMar 2007
Total AUM$104.7M
Discretionary$17.2M
Non-Disc.$87.4M
Employees51
Clients--
DateFeb 2007
Total AUM$104.7M
Discretionary$17.2M
Non-Disc.$87.4M
Employees51
Clients--
DateJan 2007
Total AUM$104.7M
Discretionary$17.2M
Non-Disc.$87.4M
Employees51
Clients--
DateDec 2006
Total AUM$83.9M
Discretionary$4.3M
Non-Disc.$79.6M
Employees51
Clients--
DateNov 2006
Total AUM$83.9M
Discretionary$4.3M
Non-Disc.$79.6M
Employees51
Clients--