Bruce A. Kraig Associates

Overview

Bruce A. Kraig Associates is a small, single-office registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm is owner-operated by Bruce A. Kraig and delivers discretionary investment management under a percentage-of-AUM fee model. With a client base limited to individual and family investors, the firm’s strategy centers on public fund vehicles rather than direct-stock concentrated bets or large-scale institutional mandates. Investment activity is conservative in scale and execution: the entire asset base is managed on a discretionary basis and is allocated through pooled public funds and mutual funds. The firm does not present itself as an active ESG investor and is not structured as a multi-state adviser or pension consultant. Given the scale and client mix, the firm appears to prioritize straightforward, liquid vehicles that are easy to administer across a compact client roster.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices