Cratero Capital LLC
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About
Cratero Capital LLC provides investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts or estates, and pooled investment vehicles. The firm also offers business planning and tax/estate planning advice tailored to creators and small business operators as part of its planning services.
Investment programs are implemented under an Investment Policy Statement and generally use model portfolios focused on exchange-traded funds, with discretionary authority to rebalance and pursue allocations guided by fundamental, technical and cyclical analysis. The firm manages both individual accounts and pooled vehicles and performs account reviews at least quarterly.
Distinctively for a small, independent adviser, Cratero sponsors and advises a private fund (Cratero Fund I) and accepts performance-based fee arrangements for qualified accounts, structures that are uncommon among similarly sized peers. The firm discloses affiliated insurance activities — a principal is a licensed insurance agent with an ownership interest in an insurance agency — and describes policies and disclosures intended to address related conflicts of interest.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Flat fee for comprehensive financial planning including investment management from $100 to $500 per month ($1,200 to $6,000 annually).
2.00% annually with 20.00% performance fee based on capital appreciation for Qualified Clients
20.00% performance fee based on capital appreciation over 8% annual hurdle rate, assessed only on gains exceeding prior high-water mark, paid by Qualified Clients.
Flat fee paid monthly in advance, ranging $100-$500 per month.
Minimum fee: Flat fee ranging from $100 to $500 per month ($1,200 to $6,000 annually), depending on client annual revenue, with a maximum of $6,000 annually.
Main office
3636 S, Geyer Rd, Suite 100
St. Louis MO 63127
Advisors at this office
1
Most active in
Missouri · Texas
Also doing business as
Cratero Capital LLC · Creo Wealth Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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