Applications & Forms

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HK Funds works with Schwab to host separately managed accounts (SMAs), so your account will be resident at Schwab and you will be able to see your holdings every day.

Once you have learned about our process and decided to invest with HK Funds, we would welcome you starting the process by opening an account.  Please feel free to send us an email or set up a call.

Please contact:

Anthony S Kurlas

President & COO

akurlas@hkfunds.co

(225) 773-2777

To open an account, please follow the instructions below and email the signed documents to akurlas@hkfunds.co

1. Download and fill out the below New Account Application form

2. Print and extra copy for your records

3. Send your signed application via email to akurlas@hkfunds.co or mail to:

HK Funds

Attn: Anthony S. Kurlas

4611 Ortega Blvd

Jacksonville, FL 32210