A complete list of active advisors currently associated with Kauzer Capital Management, LLC

Warmer can help you find a great advisor at Kauzer Capital Management, LLC or one who fits your needs even better.

Kauzer Capital Management is a very small independent investment adviser that provides individualized portfolio management to individual and high‑net‑worth clients, preparing investment policy statements and conducting ongoing portfolio monitoring. As disclosed in its brochure, the firm reported $514,855 in discretionary assets under management as of December 2025 and currently serves a single client account. The firm employs a broad set of analytical methods — including charting, cyclical, fundamental, quantitative and technical analysis, and modern portfolio theory — and implements both long‑ and short‑term trading strategies. Its stated investment toolkit includes higher‑risk techniques such as short sales, margin and options trading, as well as allocations to private placements, venture capital and real‑estate funds, and it typically manages accounts on a discretionary basis with documented IPSs and periodic reviews. Noteworthy elements include the combination of very limited scale (one reported client and modest AUM) with the use of complex and higher‑risk instruments and private investments that are uncommon for peers of this size. The firm also requires custody at a specified institutional custodian (Schwab Institutional), discloses receipt of institutional services and potential soft‑dollar benefits that could influence broker selection, and reports personal ownership of real‑estate entities in its disclosures.

To learn more about the advisors currently working at Kauzer Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.