Krozel Capital Management, LLC

Overview

Krozel Capital Management, LLC is an independent, individually owned RIA organized as an LLC that provides advisory services to individuals and families. The firm offers comprehensive financial planning and portfolio management for individuals and small businesses, and it also acts as a capital allocator by selecting third‑party advisers and directing client allocations to outside managers. Client education and communication are part of the practice; the firm publishes periodicals or newsletters and runs seminars or workshops. Fee arrangements are flexible: the firm charges a percentage of assets under management and also uses hourly and fixed‑fee models. Krozel Capital Management is not positioned as an ESG specialist, does not identify as a multi‑state adviser, and does not act as a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices