KRAUS CAPITAL MANAGEMENT, LLC

RIASEC Registered
Total AUM
$72.9M
Discretionary
$72.9M
100% of AUM
Avg account
$405K
Accounts
180
Employees
2
Advisory reps
1

Firm details

Headquarters
SAN ANTONIO, Texas
CRD number
282797
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals71.13%
  • HNWI28.87%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Kraus Capital Management, LLC is an independent, owner-operated registered investment adviser that focuses on delivering fee-based financial planning and portfolio management to individuals, families and small businesses. The firm operates with a mix of percentage-of-AUM, hourly and fixed-fee billing and also maintains a registered representative relationship with a broker-dealer, which can influence execution and product access. Investment activity skews toward public market equity exposures, with a clear preference for exchange-traded instruments. Strategy implementation appears to emphasize separately managed accounts and liquid pooled vehicles rather than outsized allocations to third‑party alternative fund managers. The firm is not positioned as a multi-state or institutional pension consultant and does not list ESG investing as an active focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, Public Funds/Mutual Funds 20%, Cash & Cash Equivalents 3%, US Government Bonds 2%75%
  • Exchange Traded Equities75%
  • Public Funds/Mutual Funds20%
  • Cash & Cash Equivalents3%
  • US Government Bonds2%

Owners & executives

1 of 1
  • BRIAN KRAUS

    Founder & CEOCRD 3186444

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

SAN ANTONIO, TX

BEXAR

Location

SAN ANTONIO, TX

Headquartered in SAN ANTONIO, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.

Metro area
San Antonio-New Braunfels-Pearsall, TX
Region
South
County
BEXAR
Address
227 N Loop 1604 E
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth