Kerux, LLC
Firm details
- Headquarters
- Granite Bay, California
- CRD number
- 327724
- Registered since
- September 6, 2023
- Website
- liveabound.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI67.99%
- Individuals28.74%
- Pension & Profit Sharing Plans2.22%
- Charitable Organizations1.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Kerux, LLC is an independent registered investment adviser that began SEC registration in 2023. The firm is organized as an LLC and is owned by an individual; it serves both individual/family and institutional clients. Kerux offers financial planning alongside discretionary and non-discretionary portfolio management for individuals, small businesses, and institutional entities. Its fees are charged as a percentage of assets under management and via fixed fees. The firm identifies as an active ESG investor and does not operate as a capital allocator. Kerux’s stated investment preference is equities, with a particular operational focus on exchange-traded instruments for portfolio construction. Services emphasize customized portfolio management and planning rather than pooled or advisory-only product distribution.
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 Equities62%
- Public Funds/Mutual Funds34%
- Other2%
- Non-Exchange Traded Equities1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
David Laut
CEOCRD 5139179
Contacts
2 of 2
David Hicks
Lead Financial PlannerCRD 7172378
Samuel Smith
Client Services AssociateCRD 7735677
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 130Active vs passive
$395M in ETFs
81%
$318M
3%
$76.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 600(TM) SMALL CAP ETF (SPSM) | State Street | Passive | Small Blend | $27.3M | 473,796 | 6.93% |
Location
Granite Bay, CA
Placer
Location
Granite Bay, CA
Headquartered in Granite Bay, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- Placer
- Address
- 4180 Douglas Blvd
- Time zone
- PT (UTC-8)
- Office locations
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