Krueger Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Krueger Asset Management, LLC is a fee-only registered investment adviser that provides wealth management services combining discretionary investment management and financial planning. The firm also offers project-based financial planning, specialized 1031 Exchange and Delaware Statutory Trust (DST) consulting, and educational seminars for groups.
The firm’s investment process emphasizes asset allocation and a bottom-up “Select Value” equity approach that seeks companies described in the brochure as “Fortress Enterprises” and “Shareholder Yield” opportunities, and it uses a mix of active and passive vehicles across equities and fixed income. Clients grant limited discretionary trading authority, and the firm provides quarterly written performance and holdings reports and conducts institutional‑grade due diligence for DST consulting engagements.
Noteworthy features compared with peers include a relatively small asset base (about $2.02 million across 15 client relationships) and the firm’s combination of retail and institutional portfolio management. The brochure also discloses that the firm advertises performance results publicly and runs educational workshops, and that it structures certain consulting and seminar work on an hourly or project basis rather than solely on an asset-based fee.
Client services
Expertise
Fee options
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.10% $2,000,001+: 1.00%
Project-Based Financial Planning: $250/hour; 1031 Exchange & DST Consulting Services: $500/hour
Fee-only: Project-based financial planning at $250/hour; 1031 Exchange & DST Consulting at $500/hour
Main office
5001 W Founders Way, Suite L10
Rogers AR 72758
Advisors at this office
1
Most active in
Arkansas · Missouri · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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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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