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

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

KRS Capital Management provides ongoing investment management and project-based financial planning to individuals — including high-net-worth clients — as well as pension plans, trusts, estates, and business or charitable entities. The firm is a fee-only, SEC-registered adviser that implements client-directed custodial arrangements and also offers clients a complimentary weekly market commentary and periodic newsletter. Portfolios are tailored to each client through an initial discovery process and may include ETFs, index funds, individual securities and fixed-income holdings; the firm emphasizes asset allocation and uses fundamental, technical and cyclical analysis in its recommendations. KRS Capital Management monitors accounts on an ongoing basis (with reviews at least monthly or quarterly as appropriate), prepares investment policy statements when requested, and accommodates client-imposed restrictions or limited discretionary authority. Noteworthy for a small adviser, the firm distributes a weekly market update and client newsletter as part of its service, a communications feature that is less common among peers. It operates as an independent, single-owner practice managing a concentrated client base (with roughly $189 million in regulatory AUM), combining individualized service with Schwab Institutional support and documented procedures for limited custody and fee deduction.

To learn more about the advisors currently working at KRS 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.

Name	Location	Years of experience
Roger Steed	Bloomfield Hills, MI	18

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