KRS Capital Management, LLC
Firm details
- Headquarters
- Bloomfield Hills, Michigan
- CRD number
- 142928
- Registered since
- July 15, 2022
- Website
- www.krscapitalmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI91.73%
- Individuals8.27%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
KRS Capital Management, LLC is an independent registered investment adviser organized as an LLC that provides financial planning and discretionary portfolio management primarily for individuals, families and small businesses. The firm registers with the SEC (registration recorded in 2022) and bills clients via a mix of percentage-of-AUM fees and fixed fees. Its advisory activities also include publishing periodic newsletters or market commentary. The firm reports an equity-first investment preference and does not identify as an active ESG investor. Its client base and service set emphasize direct client relationships rather than institutional or pension consulting.
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 Equities65%
- State & Local Bonds10%
- Investment Grade Corp Bonds10%
- Non-Investment Grade Corp Bonds8%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Roger Steed
President and CEOCRD 1046542
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 12Active vs passive
$4.9M in ETFs
96%
$4.7M
0%
$204K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $1.1M | 1,443 | 22.62% |
Location
Bloomfield Hills, MI
Oakland
Location
Bloomfield Hills, MI
Headquartered in Bloomfield Hills, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 101 W Long Lake Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Cirrus Capital LLC
RIABloomfield Hills, MI
English Capital Management LLC
RIABloomfield Hills, MI
Wolverine Wealth Advisory Services Inc.
RIABloomfield Hills, MI
Nantucket Multi Managers, LLC
RIABloomfield Hills, MI
GPM Growth Investors, Inc.
RIABloomfield Hills, MI
IIC
RIABloomfield Hills, MI