Cratero Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,114,126
Clients
8
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
8
Very LowAverage account size
$264,266
About
Cratero Capital LLC provides discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, trusts and estates, and pooled investment vehicles. The firm also offers business planning for creators, plus tax, estate and insurance reviews as part of its planning services.
Investment management is implemented under a written investment policy statement using ETF‑based model portfolios, periodic rebalancing, and a mix of fundamental, technical, charting and cyclical analysis; accounts are managed on a discretionary basis with quarterly reviews. In addition to standard asset‑based arrangements, the firm also accepts performance‑based engagements and offers investment opportunities tied to a private pooled fund it sponsors.
Distinctive features for a single‑advisor independent firm include acting as a sponsor/general partner to a private fund and providing portfolio management for pooled vehicles—activities that are statistically uncommon for peers. The firm’s principals also have insurance agency affiliations and roles in other fund‑management entities and products; these outside activities and related conflicts are disclosed and addressed in the firm’s policies.
Client services
Financial planning
Portfolio management
Expertise
Tax strategies for small businesses
Business ownership considerations
Occupation focus
Founder/Business Owner
Demographic focus
Young Professionals
Fee options
Flat fee monthly ranging from $100 to $500 for comprehensive financial planning including investment management.
2.00% annually plus 20% performance fee on capital appreciation (qualified clients only)
20% performance fee on capital appreciation above 8% annual hurdle rate with high water mark for qualified clients paying 2.00% AUM management fee.
Fee-only: $100 - $500 per month ($1,200 - $6,000 annually) flat fee for comprehensive financial planning including investment management, depending on client annual revenue, not exceeding 2.5% of annual revenue or $6,000 annually.
Main office location
Cratero Capital LLC
3636 S, Geyer Rd, Suite 100
St. Louis MO 63127, United States
Number of offices
1
Most active in
Cratero Capital LLC has reported serving >5 clients in these states in the last 12 months.
Missouri · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
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.
-
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.
Forms ADV
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