Cruse Investments

Overview

Cruse Investments operates as a small, independent RIA organized as a sole proprietorship that focuses on individuals and families. Its advisory services center on financial planning and portfolio management for individuals and small businesses, and it charges clients on a percentage-of-assets-under-management basis. The firm shows a clear tilt toward equities as the primary building block of client portfolios, favoring exchange-traded exposures for core allocations while supplementing with other vehicle types for income and diversification. The ADV information indicates the advisor manages client assets on a non-discretionary basis, meaning recommendations are delivered and implemented with client authorization rather than through broad discretionary trading authority.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices