A complete list of active advisors currently associated with M. Kraus & Company
Warmer can help you find a great advisor at M. Kraus & Company or one who fits your needs even better.
M. Kraus & Company is a fee-only registered investment adviser that provides discretionary and non‑discretionary portfolio management and limited personalized financial planning for individuals, high‑net‑worth clients, trusts, retirement plans, charitable institutions and business entities. The firm manages roughly $559 million in client assets and works with clients to establish written investment policy statements reflecting goals such as capital appreciation, balanced growth, or current income. Investment decisions are grounded in fundamental analysis and a long‑term, value‑oriented approach, typically resulting in low turnover and concentrated portfolios of roughly 30–40 individual equities supplemented by a range of fixed‑income securities and cash equivalents. Portfolios are customized to client objectives and may include client‑imposed security restrictions; the firm also provides occasional planning advice as part of the management engagement at no additional charge. A distinctive operational feature is that the firm may allow borrowing in separately managed accounts under limited circumstances—its brochure notes that accounts can carry a margin balance when a client needs immediate cash and that the firm seeks to cover such balances promptly—an approach that is uncommon among peer team firms. In addition, M. Kraus & Company negotiates account‑administration services (cash management, RMD processing, dollar‑cost averaging) for some clients, maintains standing letters of authorization for a small number of accounts, and operates without accepting commissions or voting client proxies.
To learn more about the advisors currently working at M. Kraus & Company, 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 |
|---|---|---|
Shelburne, VT
| 21
| |
Shelburne, VT
| 25
| |
Shelburne, VT
| 30
| |
Shelburne, VT
| 1
| |
Shelburne, VT
| 8
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)