KROZEL CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 174813
- Website
- krozelcapital.com
- Custodians
- ALTRUIST FINANCIAL LLC, PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals51.18%
- HNWI48.82%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Krozel Capital Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on serving individual and family clients. The firm acts as a capital allocator, offering fee arrangements that include a percentage of assets under management, hourly charges, and fixed fees. Core advisory services documented on the ADV include financial planning, discretionary portfolio management for individuals and small businesses, selection of third-party advisers, publication of periodicals or newsletters, and delivery of educational seminars and workshops. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. An accounting professional is listed among its industry affiliations.
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 Equities56%
- Non-Exchange Traded Equities33%
- Cash & Cash Equivalents11%
Contacts
2 of 2KAITLIN KROZEL
OwnerCRD 5994466
NICHOLAS SCHUMACHER
Associate PlannerCRD 8185986
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Scottsdale, AZ
MARICOPA
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 6424 E Greenway Pkwy
- Time zone
- MT (UTC-7)
- Office locations
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