Croak Capital

Overview

Croak Capital is an SEC registered investment adviser based in Toledo, OH, registered since 2018. It reports $364M in assets under management across 2,079 accounts, with 6 employees. It has 7 investment adviser representatives.

Reported AUM

$364M

Discretionary

100%

Accounts

2,079

Average account

$175K

Employees

6

Advisory reps

7

Registered since

2018

Jurisdictions

11

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 2 of 2

• Eric Timothy Croak Managing Member CRD 6531904
• Timothy Robert Croak Managing Member CRD 1673702

Advisory reps 3 of 7

• James Eric Burnor Insurance Agent · Investment Adviser Rep CRD 6052670
• Jason Connell Investment Adviser Rep CRD 5740686
• Eric Timothy Croak Insurance Agent · Investment Adviser Rep CRD 6531904

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

432 N Superior St
Toledo, OH 43604

County

Lucas

Metro area

Toledo, OH

Region

Midwest

Registrations

• SEC registered
• Registered in 11 jurisdictions
• Website: camtoledo.com

Every state, with registration dates

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