Kraus Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$72,856,799
Clients
180
16% high-net worth
Advisors
1
of 2 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
180
Very HighAverage account size
$404,760
About
The firm provides discretionary asset management, retirement planning and investment consulting to individuals, high-net-worth individuals, trusts, pension and profit-sharing plans, and business clients. Per the firm’s brochure, it reported $90,043,758 in assets under advisement as of December 31, 2024, of which $65,360,000 are regulatory assets under management and are managed on a discretionary basis.
Portfolios are tailored to client objectives and may include individual stocks, bonds, mutual funds, ETFs, options and other public or private securities, with continuous monitoring and rebalancing. The firm describes using a blend of fundamental, technical and cyclical analysis and often employs long-term purchase strategies that are matched to clients’ risk tolerances and time horizons.
Noteworthy features include a small advisory team operating across multiple offices while serving about 180 clients, a stated household minimum of $500,000 for its asset management service (which may be waived), and an arrangement to provide comprehensive retirement planning at no additional charge to clients meeting the $500,000 threshold. The firm’s representatives are also registered to sell commissionable securities and insurance products and disclose that a principal spends approximately 5% of his time on insurance-related activities; the brochure outlines related conflicts and disclosure procedures.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Fee options
Retirement planning and consulting fees range from $795 to $4,000 based on scope and complexity.
$0 - $500,000: 1.5% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.90% $3,000,001 - $4,000,000: 0.80% $4,000,001 - $5,000,000: 0.70% $5,000,001+: 0.60%
Firm representatives are registered representatives of PKS and may receive commissions on sales of securities and insurance products.
Up to $350 per hour for retirement planning and consulting services.
Account minimum: $500,000 Minimum fee: $2,500 per year minimum advisory fee
Main office location
Kraus Capital Management, LLC
227 N Loop 1604 E., Suite 150
San Antonio TX 78232, United States
Number of offices
3
Most active in
Kraus Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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
Quick links
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