KRS Capital Management, LLC
Firm details
- Headquarters
- Bloomfield Hills, Michigan
- CRD number
- 142928
- Registered since
- July 15, 2022
- Website
- www.krscapitalmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI91.73%
- Individuals8.27%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
KRS Capital Management, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2022. The firm serves primarily individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and publishing periodicals or newsletters. Fee arrangements include both percentage-of-AUM and fixed-fee options. KRS does not identify as an ESG investor, is not a multi-state adviser, and does not operate as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- State & Local Bonds10%
- Investment Grade Corp Bonds10%
- Non-Investment Grade Corp Bonds8%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Roger Steed
President and CEOCRD 1046542
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 12Active vs passive
$4.9M in ETFs
96%
$4.7M
0%
$205K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $1.1M | 1,443 | 22.10% |
Location
Bloomfield Hills, MI
Oakland
Location
Bloomfield Hills, MI
Headquartered in Bloomfield Hills, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 101 W Long Lake Rd
- Time zone
- ET (UTC-5)
- Office locations
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