Roy, UT Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
The Karras Company, Inc.
Team
Firm-wide stats for The Karras Company, Inc.
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.
Based on The Karras Company, Inc.
Expertise
Based on The Karras Company, Inc.
Location
4695 South 1900 West, Suite 3
Roy UT 84067
Advisors at this office
4
Advisors at this office
Brett K
CFP®, Series 63, Series 66
Roy, UT
The Karras Company, Inc.
Brett Karras is a CFP® with 33 years of experience in the financial industry. He has been with The Karras Company, Inc. since 2002 and has also been affiliated with Raymond James Financial Services since 2000. He serves as an advisor at The Karras Company, a five-advisor team based in Roy, Utah. The Karras Company provides wealth planning, investment consulting, and portfolio management services to individuals, including high-net-worth households, as well as institutions and employer-sponsored retirement plans. The firm manages approximately $373 million in regulatory assets and advises on about $3.45 billion in assets, focusing on strategic asset allocation, diversified portfolios, and a buy-and-hold investment approach.
William M
CFP®, Series 66
Roy, UT
The Karras Company, Inc.
William Merrell is a CFP® and holds a Series 66 license, with 14 years of industry experience. He has been with The Karras Company, Inc. and affiliated with Raymond James Financial Services since 2015. Prior to that, he worked at Allegheny Financial Group and Allegheny Investments. Outside of his advisory role, Merrell owns CCC Management, a family management company. The Karras Company provides wealth planning, investment consulting, and portfolio management services to individuals, including high-net-worth households, institutions, and employer-sponsored retirement plans. The firm manages approximately $373 million in regulatory assets and advises on around $3.45 billion, employing a strategic asset allocation and buy-and-hold investment approach across diversified portfolios.
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.
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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