Cratus Capital, LLC

Overview

Cratus Capital, LLC is a small, privately owned advisory firm organized as a limited liability company that focuses on fee-based portfolio management for individuals and small businesses. The firm charges a percentage of assets under management and operates under a discretionary mandate for the accounts it manages. Its stated client base is individual and family investors; it is not positioned as a multi-state or pension consultant adviser and does not self-identify as an active ESG investor. Investment activity shows a clear tilt toward fixed income, with U.S. government bonds making up the bulk of managed assets. That allocation pattern indicates a conservative, capital-preservation orientation appropriate for individual and family clients seeking income and low credit risk. The firm supplements core fixed-income holdings with mutual funds and selective alternative exposures (see Investments & Alternatives).

Assets & Accounts

Investments & Alternatives

Location & Offices