Krozell Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Krozel Capital Management provides investment advisory and financial planning services to individual and high-net-worth clients, offering discretionary portfolio management through managed account programs and project-based financial planning and consulting. The firm works with individual investors and can assist in selecting independent third‑party money managers as part of its advisory services.
The firm tailors advice to clients’ objectives, time horizons, and risk tolerances, using approaches such as asset allocation, dollar‑cost averaging, technical analysis, and both short‑ and long‑term purchase strategies. Clients who opt into discretionary management receive ongoing account reviews (at least quarterly), and the firm integrates tax considerations into its investment process because the principal is a licensed CPA.
Notable differences from many peers include an affiliated tax and accounting practice owned by the firm’s principal, which the brochure discloses may be recommended to clients and recognized as a potential conflict of interest. The firm also publishes periodicals and offers educational seminars and workshops at no charge, and it delivers financial planning as a defined, multi‑step engagement that precedes ongoing asset management.
Client services
Expertise
Fee options
Fixed fees range from $7,000 - $10,000 depending on type of service, complexity and duration
<$250,001 - $250,000: 1.25% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $5,000,000: 0.75% >$5,000,000+: 0.50%
Account minimum: $500,000
Main office
6424 E. Greenway Pkwy, Suite 100
Scottsdale AZ 85254
Advisors at this office
1
Most active in
Arizona · California
Also doing business as
Krozel Capital · Krozel Capital Management, LLC · Krozel, Kaitlin Michele
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
Quick links
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