KRM Advisory Services

Overview

KRM Advisory Services operates as a small, independent registered investment adviser organized as a limited liability company that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges clients via a mix of percentage-of-AUM, hourly, and fixed fees, and it does not position itself as a multi-state or ESG-focused manager. Its operating model appears client-centric and hands-on: with a very small client base and concentrated asset levels, the firm likely emphasizes customized planning and straightforward portfolio construction rather than scale-driven product distribution or broad capital allocation to external managers. The firm’s advisory activities center on traditional wealth-management services—comprehensive financial planning and discretionary portfolio oversight for individual and family clients. KRM Advisory Services is not listed as a capital allocator, and it does not present as a pension consultant or related-adviser network participant, which reinforces a niche, retail-oriented practice rather than institutional consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices