Anthony Jerry Kulhanek

Realta Investment Advisors, INC

35 Years of Experience

1 DisclosureBroker

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Areas of Practice

Investment Management

Realta Investment Advisors, INC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

57 advisors

Number of Clients

1,958 clients

Average Client Portfolio

$175K average

Assets Under Management

$343.5M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

Highland Village, TX

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History

Regulatory History (1)

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Customer Dispute

May 2015

Settled

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Other Business Activities

Anthony is the President/Director of Kulhanek Investment Specialty Services DBA, dedicating full-time hours to protecting assets from litigation. He is also an Investment Advisor Representative at Realta Investment Advisors Inc., spending a few hours per week providing investment advisory services.

Employment History

Current Registrations

Realta Investment Advisors, INC

January 2025 - Present · 1 yr 1 mo

Realta Equities, INC.Broker

July 2023 - Present · 2 yrs 7 mos

Realta Equities, INC.

July 2023 - Present · 2 yrs 7 mos

Previous Registrations

Crescent Advisor Group, INC.

January 2024 - January 2025 · 1 yr

Coastal Investment Advisors

November 2023 - December 2023 · 1 mo

Titan SecuritiesBroker

September 2012 - June 2023 · 10 yrs 9 mos

Bennett Ross, INC.Broker

June 1999 - August 2012 · 13 yrs 2 mos

First Financial United Investments LTD., L.L.P.Broker

March 1999 - June 1999 · 3 mos

Retirement Investment GroupBroker

August 1997 - March 1999 · 1 yr 7 mos

PFS Investments INC.Broker

November 1989 - August 1997 · 7 yrs 9 mos

State Registrations13 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.