CRATERO CAPITAL LLC
Firm details
- Headquarters
- SAINT LOUIS, Missouri
- CRD number
- 317496
- Website
- craterocapital.com
- 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
FINTRXOverview
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
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 Equities99%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Nicholas Matlock
CEO & Co-FounderCRD 5542565
Contacts
3 of 7Scott Youker
MemberCRD 7460777
Tyler Wine
MemberCRD 7463852
TRENT DAILEY
MemberCRD 5878735
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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