K
Kaitz Investments Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,055,885
Clients
5
100% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
LowAverage account size
$411,177
About
Kaitz Investments provides discretionary asset management alongside written financial planning and one‑time or as‑needed consulting. The firm manages roughly $12.2 million in discretionary assets for a small client base that includes individual investors, trusts/estates and some corporate or business entities.
The firm follows a long‑term, value‑oriented equity approach grounded in fundamental analysis and typically constructs portfolios from exchange‑listed and OTC equities while also using ETFs, REITs, options and partnership interests where appropriate. Portfolio construction is tailored to each client’s objectives and may employ both strategic and tactical asset‑allocation techniques; the advisor may also use margin and option strategies in separately managed accounts when suitable.
Compared with many independent peers, Kaitz Investments accepts performance‑based fee arrangements for qualified clients and maintains business clients in addition to retail investors, both of which are less common for firms of its type. The firm’s principal also performs outside consulting for a property‑management business, a supplementary activity disclosed in the brochure and noted as separate from the advisory practice.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Real estate investing
Fee options
Financial planning fixed fee ranging from $250 to $2,500
1.0% annually
$250 per hour for financial planning and consulting services
10% of gains exceeding the S&P 500 index for qualified clients
Main office location
Kaitz Investments Inc.
Glenbrook NV, United States
Number of offices
1
Most active in
Kaitz Investments Inc. has reported serving >5 clients in these states in the last 12 months.
California · Nevada
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
Forms ADV
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