Krueger Asset Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,020,145
Total clients
15
27% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
15
Average account size
$134,676
About
Krueger Asset Management provides wealth management and financial planning to individuals, high‑net‑worth clients, corporations, and charitable organizations, and also offers project‑based planning engagements. The firm additionally supports specialized 1031 Exchange and Delaware Statutory Trust (DST) consulting and conducts educational seminars and speaking engagements on financial topics.
The firm’s investment process blends a bottom‑up select value strategy — targeting “Fortress Enterprises” and “Shareholder Yield” opportunities — with an asset‑allocation framework and a mix of active and passive vehicles. Accounts are generally managed on a discretionary basis, and the firm provides written performance and holdings reports to clients on a regular (quarterly) basis.
What is distinctive is the combination of services for a small, fee‑only advisory practice: institutional portfolio management and DST/1031 consulting alongside public educational seminars, a mix that is less common among independent advisers of similar size. The firm also specifies custody at Interactive Brokers or Charles Schwab and routinely provides client performance reporting, practices that may set it apart from many peers.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Consulting
Expertise
Business ownership considerations
Business exit / sale strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.10% $2,000,001+: 1.00%
$250/hour for Project-Based Financial Planning; $500/hour for 1031 Exchange & DST Consulting Services
Fee-only: Wealth Management services charged as percentage of AUM; Project-Based Financial Planning at $250/hour; 1031 Exchange & DST Consulting at $500/hour; Educational Seminars $0 to $1,500 per seminar
Main office location
Krueger Asset Management, LLC
240 S. Main Street
Bentonville AR 72712, United States
Number of offices
1
Most active in
Krueger Asset Management, LLC has reported serving >5 clients in these states in the last 12 months.
Arkansas · 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 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
Quick links
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