KRS Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$188,870,473
Clients
42
81% 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
42
TypicalAverage account size
$4,496,916
About
KRS Capital Management provides ongoing investment management and project-based financial planning to individuals — including high-net-worth clients — as well as pension plans, trusts, estates, and business or charitable entities. The firm is a fee-only, SEC-registered adviser that implements client-directed custodial arrangements and also offers clients a complimentary weekly market commentary and periodic newsletter.
Portfolios are tailored to each client through an initial discovery process and may include ETFs, index funds, individual securities and fixed-income holdings; the firm emphasizes asset allocation and uses fundamental, technical and cyclical analysis in its recommendations. KRS Capital Management monitors accounts on an ongoing basis (with reviews at least monthly or quarterly as appropriate), prepares investment policy statements when requested, and accommodates client-imposed restrictions or limited discretionary authority.
Noteworthy for a small adviser, the firm distributes a weekly market update and client newsletter as part of its service, a communications feature that is less common among peers. It operates as an independent, single-owner practice managing a concentrated client base (with roughly $189 million in regulatory AUM), combining individualized service with Schwab Institutional support and documented procedures for limited custody and fee deduction.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Expertise
Active portfolio management
Passive / index investing
Tax-loss harvesting
Wealth management
Fee options
Financial Planning Services charged on a fixed fee project basis with minimum project fee of $5,000; fees negotiable and may require a retainer.
$1,000,000 - $2,000,000: 1.00% annually Above $2,000,000 - $5,000,000: 0.60% annually Above $5,000,000+: 0.50% annually
Account minimum: No stated minimum dollar amount to open and maintain an advisory account; however, the Adviser desires a minimum annual fee of $5,000 and may terminate accounts considered too small to manage effectively. Minimum fee: Minimum annual fee of $5,000; in some cases, a minimum annual fee of $5,000 is requested for Investment Management Services. Fee-only: Fee-only advisory practice compensated only by advisory fees; no commissions accepted.
Main office location
KRS Capital Management, LLC
101 West Long Lake Road
Bloomfield Hills MI 48304, United States
Number of offices
1
Most active in
KRS Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Michigan · 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 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.
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