C.R. Haupt LLC
RIAState Registered
Total AUM
$1.9M
Discretionary
$1.9M
100% of AUM
Avg account
$194K
Accounts
10
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 157149
- Website
- crhaupt.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI64.99%
- Individuals35.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
C.R. Haupt LLC operates as an independent, individual-owned RIA organized as an LLC that serves primarily individual and family clients. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and the publication of periodicals or newsletters. The firm charges a mix of percentage-of-AUM fees alongside hourly and fixed-fee arrangements. It does not position itself as a capital allocator, is not an active ESG investor, and does not identify as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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%
- Cash & Cash Equivalents35%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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