Krozel Capital Management, LLC

Overview

Krozel Capital Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm focuses on serving individual and family clients through fee-based relationships using both percentage-of-AUM and fixed-fee billing. Its advisory services include financial planning, portfolio management for individuals and small businesses, manager selection, the publication of periodicals or newsletters, and educational seminars or workshops. The firm is identified as a capital allocator and does not classify itself as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices