A complete list of active advisors currently associated with The Karras Company, Inc.

Warmer can help you find a great advisor at The Karras Company, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at The Karras Company, Inc., 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.