Krozel Capital Management, LLC

RIASEC Registered

Total AUM

$9.5M

Discretionary

$9.5M

100% of AUM

Avg account

$112K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Scottsdale, Arizona
CRD number: 174813
Website: krozelcapital.com
Custodians: ALTRUIST FINANCIAL LLC, PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals51.18%
HNWI48.82%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Krozel Capital Management, LLC is an independent, individually owned registered investment adviser organized as an LLC that serves individual and family clients. The firm positions itself as a capital allocator and provides a mix of advice- and service-oriented offerings: financial planning, portfolio management for individuals and small businesses, selection of outside advisers, and client education through periodicals and workshops. Its billing is flexible, including percentage‑of‑AUM fees as well as hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not presented as a multi-state or pension consultant adviser.