CRATERO CAPITAL LLC

RIASEC Registered
Total AUM
$2.1M
Discretionary
$2.1M
100% of AUM
Avg account
$264K
Accounts
8
Employees
1
Advisory reps
8

Firm details

Headquarters
SAINT LOUIS, Missouri
CRD number
317496
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Cratero Capital LLC is an independent registered investment advisor that focuses on providing financial planning services and portfolio management for individuals, small businesses, and pooled investment vehicles. The firm operates as a limited liability company and caters primarily to individual and family clients. With a fee structure based on a percentage of assets under management and fixed fees, Cratero Capital LLC emphasizes a personalized approach to wealth management. The firm does not engage in active ESG investing and is not classified as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Nicholas Matlock

    CEO & Co-FounderCRD 5542565

Contacts

3 of 7
  • Scott Youker

    MemberCRD 7460777

  • Tyler Wine

    MemberCRD 7463852

  • TRENT DAILEY

    MemberCRD 5878735

Unlock 4 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAINT LOUIS, MO

SAINT LOUIS

Location

SAINT LOUIS, MO

Headquartered in SAINT LOUIS, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
SAINT LOUIS
Address
3636 S Geyer Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth