M. KRAUS & COMPANY

Overview

M. Kraus & Company is a small, owner-run advisory firm that has been SEC-registered since 1996 and focuses on portfolio management for individuals and small businesses while also serving some institutional clients. The firm runs a fee schedule that includes a percentage-of-AUM component plus hourly and fixed-fee arrangements, which allows flexibility across wealth levels and planning engagements. Investment activity is tilted decisively toward public equities—exchange-traded stocks make up the largest share of invested assets—but the firm supplements equity exposure with third‑party alternative managers and traditional wrap products such as mutual funds and annuities. The adviser does not market itself as an ESG investor, is not designated as a multi‑state adviser, and does not act as a pension consultant. It is not a capital allocator in the sense of operating proprietary funds; rather, it blends discretionary portfolio management with non‑discretionary mandates and bespoke client work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices