Krozell Capital Management, LLC

Krozel Capital Management, LLC provides discretionary portfolio management and financial planning to individual clients, including high-net-worth individuals, through ongoing managed accounts and separate hourly or fixed-fee consulting engagements. The firm generally charges asset-based advisory fees and tailors written investment strategies and account documentation to clients’ stated objectives.

The firm’s investment approach is customized to each client and may incorporate asset allocation, dollar‑cost averaging, technical analysis, and both long- and short-term purchase strategies; accounts are reviewed at least quarterly and may include selection of third‑party managed programs. KCM highlights tax considerations as part of its advisory process and recommends ongoing consultation with a tax professional due to potentially significant tax implications of its strategies.

KCM is notable for its affiliation with an accounting and tax practice: the firm’s owner is a Certified Public Accountant who maintains a separate tax and accounting business and may recommend those services to advisory clients while disclosing the potential conflict of interest. The firm also publishes periodicals/newsletters and offers educational seminars and workshops—services that are uncommon among peers—and operates as a small advisory boutique with roughly $9.5 million in discretionary assets and two advisors serving about 31 clients.