Overview
Assets Under Management: $146 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 35
Average Client Assets: $3.0 million
Frequently Asked Questions
KRUSE ASSET 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 #143204), KRUSE ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
KRUSE ASSET MANAGEMENT, LLC is headquartered in CHICAGO, IL.
KRUSE ASSET MANAGEMENT, LLC serves 35 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, KRUSE ASSET MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
KRUSE ASSET MANAGEMENT, LLC manages $146 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, KRUSE ASSET MANAGEMENT, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.68%
Average Client Assets: $3.0 million
Total Client Accounts: 519
Discretionary Accounts: 444
Non-Discretionary Accounts: 75
Regulatory Filings
CRD Number: 143204
Filing ID: 2083404
Last Filing Date: 2026-03-26 13:17:42