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

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

The firm provides discretionary asset management, retirement planning and investment consulting to individuals, high-net-worth individuals, trusts, pension and profit-sharing plans, and business clients. Per the firm’s brochure, it reported $90,043,758 in assets under advisement as of December 31, 2024, of which $65,360,000 are regulatory assets under management and are managed on a discretionary basis. Portfolios are tailored to client objectives and may include individual stocks, bonds, mutual funds, ETFs, options and other public or private securities, with continuous monitoring and rebalancing. The firm describes using a blend of fundamental, technical and cyclical analysis and often employs long-term purchase strategies that are matched to clients’ risk tolerances and time horizons. Noteworthy features include a small advisory team operating across multiple offices while serving about 180 clients, a stated household minimum of $500,000 for its asset management service (which may be waived), and an arrangement to provide comprehensive retirement planning at no additional charge to clients meeting the $500,000 threshold. The firm’s representatives are also registered to sell commissionable securities and insurance products and disclose that a principal spends approximately 5% of his time on insurance-related activities; the brochure outlines related conflicts and disclosure procedures.

To learn more about the advisors currently working at Kraus 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.