C.R. Haupt LLC

Overview

C.R. Haupt LLC is a small, independent registered investment adviser organized as a limited liability company that focuses on individuals and families. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and produces periodicals or newsletters as part of its client communication and thought leadership. Fee arrangements are flexible and include percentage-of-AUM billing, hourly charges and fixed fees, which suits a mix of ongoing advisory relationships and one-off planning engagements. Investment activity is concentrated and equity‑oriented. The firm shows a clear preference for exchange‑traded equities as the principal building block of client portfolios, while also using mutual funds for additional diversification. Although C.R. Haupt LLC is not set up as a capital allocator to third‑party managers, it does engage with alternative asset types — notably digital currency — as a supplemental allocation for clients willing to accept higher volatility. The firm does not identify as an active ESG investor and is not registered as a multi‑state adviser.

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Location & Offices