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 RIA formed as a limited liability company and registered with the SEC in 2022. The firm focuses on individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and publishing periodicals or newsletters as part of its client engagement. Its fee model mixes percentage-of-AUM and fixed fees, and the adviser is owner-operated. Investment activity shows a clear equity tilt: exchange-traded equities drive the largest portion of assets, and the firm maintains an active, multi-position equity book supplemented by select pooled and alternative exposures. KRS appears to favor liquid, publicly traded instruments for portfolio core positions while using third‑party managers and funds to access less correlated sources of return.
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 1ROGER STEED
President and CEOCRD 1046542
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$4M in ETFs
100%
$4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $938K | 1,443 | 23.31% |
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
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