Overview
Assets Under Management: $156 million
Headquarters: BLOOMFIELD HILLS, MI
High-Net-Worth Clients: 31
Average Client Assets: $5 million
Frequently Asked Questions
KRS CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #142928), KRS CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
KRS CAPITAL MANAGEMENT, LLC is headquartered in BLOOMFIELD HILLS, MI.
KRS CAPITAL MANAGEMENT, LLC serves 31 high-net-worth clients according to their SEC filing dated February 04, 2025. View client details ↓
According to their SEC Form ADV, KRS CAPITAL MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
KRS CAPITAL MANAGEMENT, LLC manages $156 million in client assets according to their SEC filing dated February 04, 2025.
According to their SEC Form ADV, KRS CAPITAL MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.77
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 148
Discretionary Accounts: 148
Regulatory Filings
CRD Number: 142928
Last Filing Date: 2025-02-04 00:00:00
Website: https://krscapitalmanagement.com