Carol Akers Klug, ASA, MBA
4616 Laurel Street 713.664.KLUG (5584)
Bellaire, Texas 77401 caklug@swbell.net
Experience: Carol Akers Klug
provides business valuation services for litigation support, dissenting shareholder matters, marital dissolutions, tax matters (gift & estate), corporate conversions, among other purposes. Services performed include valuations of interests in partnerships, equity, invested capital, intellectual property and intangible assets; expert testimony and mediation support. Carol also prepares damage calculations in securities suitability matters, and serves as an industry arbitrator for the Financial Industry Regulatory Authority, or FINRA.
Professional Business Valuations - Senior Consultant: 1989 to Present
History: Carol Akers Klug, ASA, MBA Houston, TX: 2006-Present
Ferguson + Camp + Poll, P.C Houston, TX: 2000-2005
White Petrov McHone, P.C. (now BKD) Houston, TX: 1995-1999
Akers Investment Advisors, RIA Los Angeles, San Diego, Houston: 1989-1995
Investment Analyst & Senior Portfolio Manager: 1976 to 2000
Bank of America:
Bank of America Investment Managers-Private Bank Houston, TX: 1999-2000
Security Pacific Investment Managers, Inc. Los Angeles, CA: 1986-1989
Gibraltar Savings Association Houston, TX: 1984-1985
Merrill Lynch Asset Management New York, NY: 1981-1984
AIG: The American General Companies Houston, TX: 1976-1980
Professional ASA, Accredited Senior Appraiser of the American Society of Appraisers – Business Valuation
The Appraisal Foundation - Business Valuation Resource Panel: 2023-present
Designations: FINRA Industry Arbitrator: Financial Industry Regulatory Authority
Professional American Society of Appraisers (ASA)
Affiliations: ASA Constitution & Bylaws Committee (2016-2019)
ASA Education Foundation Board Member (2016-present)
ASA Region 3 Governor & ASA Board of Governors (2012-2016)
ASA Strategic Planning Committee (2015-2016)
ASA Investment Policy Committee Member (2013-2016)
ASA International Virtual Chapter, Member (2013 to date) & President (2015-2016)
Planning Committee of ASA Business Valuation Conference (2013)
Planning Committee of ASA Houston Energy Conference (2014-present; Co-Chair 2018-present)
Member & Past President of ASA Houston Chapter
Education: MBA, The University of Texas at Austin: GPA 3.8/4.0 graduate electives, 3.6/4.0 overall.
BBA, The University of Texas at Austin: GPA 3.4/4.0 in major. Dean’s Honor List.
Passed Level II Chartered Financial Analyst examination & NASD Series 63 and Series 2 (lapsed)
Activities: Houston Bar Association Auxiliary: Lifetime Member, Past Treasurer
Kappa Kappa Gamma Charitable Foundation: Business Manager (2005-2015)
Kappa Kappa Gamma Alumnae Association: Past By-Laws Chair
Museum of Fine Arts Houston: Bayou Bend Decorative Arts Museum Docent (2007-present)
Rice University: Shepherd School of Music Advisory Council & Captain James Addison Baker Society
