Kraemer Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,071,212
Total clients
30
3% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
30
Average account size
$69,040
About
Kraemer Capital Management LLC is a small independent advisory firm that manages approximately $2.07 million and generally provides discretionary investment management to individual clients. The firm also offers broad financial planning services, with a focus on budgeting, retirement planning, college planning, and debt repayment.
The firm meets each client to determine investment objectives, time horizon, and risk tolerance, then builds tailored portfolios using fundamental analysis and a predominately long-term investment approach while permitting occasional short-term trading when appropriate. Kraemer Capital conducts portfolio reviews at least quarterly, reports account activity through the custodian, and operates under discretionary trading authority.
Noteworthy features in the firm’s disclosures include its sole-owner, solo-practitioner structure coupled with an outside part-time occupation, and a client mix that—while focused on individuals—also encompasses institutional and organizational categories that are uncommon for a firm of this size (including state and municipal entities, banking and insurance clients, charitable organizations, corporate and pension clients, other advisers, and sovereign-type entities). The firm also directs clients to use a specific broker-dealer/custodian relationship and does not participate in wrap fee programs, which may affect trade execution and service options compared with many peers.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Debt management
Fee options
0.8% assets under management fee, negotiable
Main office location
Kraemer Capital Management LLC
Syracuse NY, United States
Number of offices
1
Most active in
Kraemer Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
New York
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 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.
Forms ADV
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