The Karras Company, Inc.

RIASEC RegisteredEst. 1998

Total AUM

$373M

Discretionary

$329M

88% of AUM

Avg account

$477K

Accounts

781

Employees

Advisory reps

Firm details

Headquarters: Roy, Utah
CRD number: 109578
Registered since: March 20, 1998
Website: www.thekarrascompany.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC., RJA - NH
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI83.78%
Individuals14.72%
Charitable Organizations1.51%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

The Karras Company, Inc. is an independent, SEC-registered investment adviser that has been operating since 1998 and is organized as a corporation with individual ownership. The firm serves both individuals and families as well as institutional clients and describes itself as a capital allocator, directing client capital to third-party managers in addition to managing portfolios directly. Its fee arrangements include a percentage of assets under management alongside hourly and fixed-fee engagements and other fee types. Core advisory services listed by the firm include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers. The firm does not identify as an active ESG investor.