Mckinley Capital Management, LLC is a financial advisory firm based in Anchorage, Alaska. It currently has approximately $988,312,844 of assets under management and employs about 10 people. Mckinley Capital Management, LLC uses a fee structure of a percentage of assets under your management, fixed fees, performance-based fees and 3rd party private equity referrals.

Latash Investments, LLC is a SEC-registered investment adviser based in Alaska, established in 2002. The firm offers investment advisory services on both discretionary and non-discretionary bases, tailoring services to individual client needs. Clients' investment objectives, risk tolerance, and liquidity needs are considered during the portfolio creation process. Latash may recommend various securities, including alternative investments like hedge funds, based on client suitability. The firm's assets under management totaled approximately $1.55 billion as of 12.31.2024. Fees for investment advisory services are negotiable, with an annual fee ranging from 0.50% to 1.00% based on assets under management. Latash does not charge performance-based fees and serves high net worth individuals, charitable organizations, and institutional clients. The firm employs various investment strategies, including long-term purchases, short-term purchases, trading, short sales, and option writing. Latash does not engage in brokerage for client referrals and provides custody services, including check writing ability. Clients may grant discretionary authority to Latash for asset management, allowing the firm to make trades without prior client approval. The firm has no material disciplinary events to disclose and has not been subject to bankruptcy petitions.

Alaska Wealth Advisors, a subsidiary of Alaska Permanent Capital Management (APCM), is a registered investment adviser that has been providing investment advice in Alaska since 1992. Established in 2014, the firm specializes in financial planning and investment management for individuals and institutions. Their investment approach involves a mix of stock and bond index funds or actively managed fixed income portfolios. The firm may offer private placements to qualified clients exempt from registration under Rule 506(b) of Regulation D. Majority-owned by APCM, Alaska Wealth Advisors' income is solely derived from client fees. As of December 31, 2024, the firm managed $925,384,680 million in discretionary assets under management. Clients typically pay fees ranging from 1.5% of assets under management and below, with additional fees for private placements. The firm does not have revenue-sharing arrangements or performance-based fees. Alaska Wealth Advisors exercises investment discretion, providing financial planning services alongside investment management. The firm's investment strategies include fixed income and multi-asset accounts, focusing on long-term value and efficient portfolio construction. Clients include institutions and individuals, with a minimum account size of $500,000. The firm's fiduciary duty ensures fair treatment of all client accounts, with a transparent fee structure and a commitment to best execution practices.

Shilanski & Associates, Inc. (SAAI) is an investment adviser firm established in 1981 and registered with the Securities and Exchange Commission. The firm offers wrap fee programs tailored to individual clients' investment objectives, financial goals, and risk tolerance. Services include asset management, financial planning, and investment portfolio management using various securities. The wrap fee covers advisory services, custody, clearing, and transaction execution. SAAI charges an annual fee ranging from 0.00% to 2.0% based on assets under management, debited quarterly. There is no minimum account size requirement, and clients can impose restrictions on investments. The firm may engage outside Portfolio Managers and utilizes Envestnet Asset Management, Inc. SAAI's investment analysis methods include fundamental, technical, and cyclical analysis, with associated risks such as market risk, strategy risk, and interest rate risk. Clients receive regular account reviews and statements. SAAI's associates adhere to a Code of Ethics emphasizing integrity, objectivity, and professionalism. The firm does not receive third-party economic benefits or compensate non-advisory personnel for client referrals. SAAI provides detailed information on its financial condition and has no impairments affecting its ability to meet client commitments.

Bright Road Wealth Management, LLC is an Alaska-based financial advisory firm established in June 2012 by principal owner Brian Kent Pinkston. The firm specializes in offering investment supervisory services, financial planning, and participant-directed retirement plan services. Investment strategies include fundamental analysis, long-term trading, margin, covered call writing, and cash secured puts. Clients have the option to impose restrictions on investments based on personal values or beliefs. The firm manages approximately $334,209,383 on a discretionary basis and $15,267,678 on a non-discretionary basis. For investment supervisory services, fees are tiered based on total assets under management, starting at 1.00% for the first $1,000,000. Financial planning services are charged at an hourly rate of $500. Retirement plan service fees are 0.25% of total assets under management. Clients have the flexibility to pay fees via various methods and are responsible for third-party fees. The firm does not accept performance-based fees or compensation for the sale of securities. Bright Road Wealth Management operates as a fiduciary, acting in the best interests of clients. Clients have the option to grant discretionary authority over their accounts, allowing the firm to make investment decisions without prior approval.

R.H. Buchanan & Company Asset Management LLC is a financial advisory firm established in February 2013 by principal owner Ryan Hambrick Buchanan. The firm offers investment advisory services to individuals, high-net-worth individuals, institutional clients, and retirement plans. Services include creating Investment Policy Statements, asset allocation, security selection, and portfolio monitoring. R.H. Buchanan & Company manages the RH Buchanan Collective Investment Funds, provides retirement plan asset management, and offers financial planning services at an hourly fee of $450. The firm's assets under management as of December 31, 2023, are $165,168,575 for discretionary amounts. Fees for services range from .25 to 1.75 basis points depending on the type of service provided. The firm does not charge performance-based fees and requires a minimum account size of $250,000, which may be waived at the firm's discretion. R.H. Buchanan & Company acts as a fiduciary, providing investment discretion with written client authorization. The firm's investment strategies include fundamental and quantitative analysis, model portfolios, and risk-based strategies. Clients receive annual account reviews and reports from the custodian. R.H. Buchanan & Company does not accept voting authority for client securities and has no financial conditions impairing its ability to meet client commitments.

McKinley Alaska Private Investment, LLC (MKA) is a registered investment adviser with the SEC, formed in 2019 and specializing in private investments relevant to Alaska. MKA manages assets on a discretionary basis for eligible investors, primarily through private pooled investment vehicles or separately managed accounts. The firm's investment strategy focuses on seeking capital appreciation through investments in privately held companies and real assets in Alaska. MKA's fee structure includes management fees based on committed or invested capital, incentive fees, and carried interest. The firm does not participate in wrap-fee programs and has no brokerage practices due to its focus on private investments. MKA has a Code of Ethics for Access Persons to ensure ethical conduct and compliance with regulations. The firm may receive compensation from third parties for advisory services and has affiliations with various entities, including Na’-Nuk Investment Fund, L.P., and Denali Advisors, LLC. MKA provides periodic reports to investors and maintains high standards for account review, custody, investment discretion, and proxy voting. The firm has a strong financial condition and no bankruptcy proceedings.

PT Capital Advisors, LLC is a limited liability company established in Alaska in 2013, registered with the U.S. Securities and Exchange Commission as an investment adviser. The firm specializes in providing asset management and investment advisory services to special purpose limited partnership funds. Their investment focus is on long-term capital appreciation through investments in operating companies in industries such as seafood, tourism, logistics, and natural resources in Arctic regions. Pt Capital Advisors manages approximately $121,039,412 on a discretionary basis as of December 31, 2024. The firm charges a 2% asset management fee and may receive a 20% carried interest in the funds. Pt Capital Advisors has a Code of Ethics in place to ensure compliance with laws and regulations, and employees are required to report personal securities transactions. The firm has a disciplined investment philosophy focused on generating above-market returns while acknowledging the risks involved in investing in the Arctic regions. Pt Capital Advisors has disclosed one material event related to a working capital adjustment causing prior audits to be restated. The firm does not perform reviews of individual investor accounts but provides periodic valuation reports to the general partners of the funds they manage. Pt Capital Advisors does not receive economic benefits for providing investment advice other than outlined fees and compensation. The firm has no financial commitments impairing its ability to meet contractual and fiduciary commitments.

Heisten Financial LLC is a Registered Investment Adviser based in Anchorage, Alaska, established in August 2021. The firm offers tailored investment advisory services, including asset allocation strategies and financial planning consulting. Managed Accounts are available to individuals and high net worth individuals, with a minimum account size of $300,000. Heisten provides discretionary and non-discretionary investment advisory services through various managed account programs. The firm uses a third-party platform for managing held away assets and may recommend digital asset management services. Fees for asset management range from .80% to 1.40% annually based on assets under management. Financial planning services are charged through fixed fees or hourly arrangements. Heisten does not charge performance-based fees or participate in side-by-side management. The firm's investment strategies consider clients' risk tolerance, time horizon, and investment objectives, incorporating methodologies such as asset allocation, dollar-cost averaging, technical analysis, and long-term and short-term purchases. Clients are advised on the risks associated with investing, including market risk, management risk, equity risk, and fixed income risk. Heisten does not have any reportable disciplinary events in the past ten years and does not compensate for client referrals. The firm does not have physical custody of client funds and securities but may have limited custody for fee deduction purposes. Clients may grant discretionary authority for investment decisions, and Heisten does not vote proxies on behalf of advisory accounts.