KRS CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2022
Total AUM
$189M
Discretionary
$189M
100% of AUM
Avg account
$1.3M
Accounts
148
Employees
2
Advisory reps
1

Firm details

Headquarters
Bloomfield Hills, Michigan
CRD number
142928
Registered since
July 15, 2022
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 65%, State & Local Bonds 10%, Investment Grade Corp Bonds 10%, Non-Investment Grade Corp Bonds 8%, Cash & Cash Equivalents 5%, US Government Bonds 2%65%
  • 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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 11

Active vs passive

$4M in ETFs

Passive

100%

$4M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$938K1,44323.31%

Location

Primary office

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

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth