Ryan Kruger
Advisor at 10Elms LLP
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at 10Elms LLP
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Tulsa, OK 74114
Credentials
CFA®, Series 66
Industry experience
15 years
Ryan Kruger is a CFA® charterholder with 15 years of industry experience, currently advising at 10Elms LLP since 2022. His prior roles include positions at Capital One Investing, United Income, KHP Capital, and Wealthminder. He serves on the investment and risk committees of the London Business School Endowment and participates in its governing body, providing voluntary consulting on asset allocation and risk management. 10Elms LLP serves individuals, pension and profit-sharing plans, and charitable organizations, offering wealth management and comprehensive financial planning. The firm employs a strategic asset-allocation approach combined with tactical, momentum-based shifts using low-cost ETFs and manages approximately $121 million in discretionary assets across five offices.
Based on 10Elms LLP
Fixed fee ranging from $1,000 to $3,000 for financial planning
$0 - $500,000: 1.35% $500,001 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 1.10% $5,000,001 - $10,000,000: 0.95% $10,000,001+: 0.70%
$175 per hour
Account minimum: $250,000 Fee-only: Fee-only firm, compensation solely from clients for services
2506 B East 21 St Street
Tulsa, OK 74114
Oklahoma · Texas
10Elms LLP
2022 - Present (4 years)
Capital One Investing
2019 - 2022 (3 years)
United Income
2018 - 2019 (1 year)
KHP Capital, LLC
2015 - 2018 (3 years)
Wealthminder
2015 - 2016 (1 year)
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