C.R. Haupt LLC

Overview

C.R. Haupt LLC operates as an independent, individual-owned RIA organized as an LLC that serves primarily individual and family clients. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and the publication of periodicals or newsletters. The firm charges a mix of percentage-of-AUM fees alongside hourly and fixed-fee arrangements. It does not position itself as a capital allocator, is not an active ESG investor, and does not identify as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives