Cratus Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Cratus Capital works with individuals, families and small business owners to provide discretionary investment management and on‑demand financial planning. The firm reports managing client portfolios on an assets‑under‑management fee basis for a small client base across multiple states and maintains a stated account minimum for new clients.
Investment decisions are guided by a written Investment Policy Statement for each client and a value‑oriented philosophy that emphasizes capital preservation and long‑term growth; portfolios are constructed mainly from individual stocks, corporate bonds, no‑load mutual funds and ETFs, with a noted concentration in fixed income. Research and portfolio oversight are proprietary and hands‑on: the firm documents due diligence, provides written research and quarterly reports, and monitors accounts on a daily basis with formal quarterly reviews.
What distinguishes the firm from many peers is the depth of its proprietary due diligence—regular conference calls and onsite visits with senior management of prospective investments—and an explicit avoidance of derivatives, mortgage‑backed securities and international sovereign debt. The firm also custodys client assets at Interactive Brokers, does not engage in wrap fee programs or soft‑dollar arrangements, and emphasizes client education and direct accessibility.
Client services
Expertise
Occupation focus
Fee options
Less than $100,000 - $100,000: 1.0% of total assets annually $100,001 - $500,000: 0.9% of total assets annually $500,001 - $1,000,000: 0.8% of total assets annually $1,000,001 - $5,000,000: 0.7% of total assets annually $5,000,001+: 0.6% of total assets annually
Financial planning fee is $75 per hour
Account minimum: $100,000 Fee-only: Investment management fees based on tiered percentage of assets under management; financial planning fee $75 per hour
Main office
West Palm Beach FL
Advisors at this office
1
Most active in
Florida
Also doing business as
Cratus Capital, LLC · Johnedis Jr., Daniel J.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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