The Karras Company, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$367,238,059
Clients
249
Advisors
5
across 2 offices
About
The Karras Company provides wealth planning, investment consulting and portfolio management to individuals (including high-net-worth households) as well as institutions and employer‑sponsored retirement plans. The firm reports approximately $373 million in SEC regulatory assets under management and advises on roughly $3.45 billion in assets under advisement, serving about 249 client relationships with a four‑advisor team.
Karras’ investment approach emphasizes strategic asset allocation, diversified portfolios across equities, fixed income, mutual funds/ETFs and alternative exposures, and a buy‑and‑hold orientation rather than market timing. Portfolios are monitored and periodically rebalanced, and the firm uses discretionary authority, model allocations and third‑party separately managed account or UMA strategies in certain client programs.
Distinctive operational features include a close operational and regulatory relationship with Raymond James—its advisors are also registered representatives and Raymond James affiliates serve as custodian and platform provider—and the firm’s use of Raymond James’ AMS model and UMA/SMA offerings. The brochure also discloses recent firm-level changes (the IMPAC and Passport programs will not be offered after March 31, 2026) and an atypically large gap between assets under advisement and regulatory AUM, reflecting material consulting and advisory work beyond directly managed discretionary accounts.
Client services
Expertise
Occupation focus
Fee options
Fixed dollar fees for wealth planning and investment consulting services, negotiated per client.
$0 - $1 Million: 1.00% $1 Million - $5 Million: 0.85% $5 Million - $10 Million: 0.75% $10 Million+: Negotiable
IARs may act as registered representatives and earn commissions per RJFS commission schedule.
Standard hourly rate is $250 per hour.
Account minimum: $250,000 Fee-only: Fees for wealth planning and investment consulting services can be hourly ($250/hour) or fixed dollar fee, or combination of fee structures.
Main office
See office4695 South 1900 West, Suite 3
Roy UT 84067
Advisors at this office
4
Offices (2)
Most active in
Nebraska · Texas · Utah
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.
Advisors at this firm
Brett K
CFP®, Series 63, Series 66
Roy, UT
The Karras Company, Inc.
Brett Karras is a CFP® professional with over 32 years of experience in the financial industry. He has been with The Karras Company, Inc. since 2002 and is currently one of four advisors at the firm. His work history also includes a longstanding affiliation with Raymond James Financial Services since 2000. The Karras Company provides wealth planning, investment consulting, and portfolio management services to individuals, trusts, institutions, and employer-sponsored retirement plans. The firm emphasizes strategic asset allocation and diversified buy-and-hold portfolios, utilizing research and platform resources from Raymond James to support client strategies and account monitoring.
William M
CFP®, Series 66
Roy, UT
The Karras Company, Inc.
William Merrell is a CFP® and Series 66 credentialed advisor with 13 years of industry experience. He has been with The Karras Company, Inc. and Raymond James Financial Services since 2015. Outside of his advisory role, he owns and operates a family management company called CCC Management. The Karras Company provides wealth planning, investment consulting, and portfolio management services to individuals, trusts, institutions, and retirement plans. The firm emphasizes strategic asset allocation and diversified, primarily buy-and-hold portfolios, leveraging research and resources through its partnership with Raymond James.
Boyd H
CFP®, Series 63, Series 65
Roy, UT
The Karras Company, Inc.
Boyd Hansen is a CFP® professional with 41 years of industry experience, currently serving at The Karras Company, Inc. since 2020. He previously worked at Raymond James Financial Services Advisors, Inc. for 11 years and has been affiliated with Raymond James Financial Services, Inc. since 1990. Outside of advisory work, Hansen is the CEO of Boyd R. Hansen & Co. Inc., a medical business services firm. The Karras Company provides wealth planning, investment consulting, and portfolio management to individuals, trusts, institutions, and employer-sponsored retirement plans. The firm emphasizes strategic asset allocation and diversified buy-and-hold portfolios, leveraging research and resources from its longstanding relationship with Raymond James.
Christian K
Series 63, Series 66
Lincoln, NE
The Karras Company, Inc.
Christian Karras is a financial advisor at The Karras Company, Inc. in Lincoln, NE, with five years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes positions at Fidelity and Raymond James Financial Services. The Karras Company provides wealth planning, investment consulting, and portfolio management services to individuals, institutions, and employer-sponsored retirement plans. The firm manages approximately $373 million in regulatory assets and advises on roughly $3.45 billion in client assets, emphasizing strategic asset allocation and diversified, buy-and-hold investment strategies.
Nolan K
Series 63, Series 65
Roy, UT
The Karras Company, Inc.
Nolan Karras is a financial advisor with The Karras Company, Inc., holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been affiliated with The Karras Company since 1997 and SK Hart Management since 2006. Outside of his advisory work, Karras serves on multiple boards, including educational institutions, electric utilities, healthcare organizations, and nonprofit foundations. The Karras Company provides wealth planning, investment consulting, and portfolio management services to individuals, trusts, institutions, and retirement plans. The firm emphasizes strategic asset allocation and diversified, primarily buy-and-hold portfolios, utilizing equities, fixed income, mutual funds, ETFs, and alternative asset classes, supported by research and resources from Raymond James.
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