KRUSE ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2025

Total AUM

$146M

Discretionary

$121M

83% of AUM

Avg account

$282K

Accounts

519

Employees

Advisory reps

Firm details

Headquarters: CHICAGO, Illinois
CRD number: 143204
Registered since: April 8, 2025
Website: www.kruseassetmanagement.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions, Performance Based Fees
Client types: HNWI71.68%
Individuals26.27%
Investment Companies2.05%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsMarket Timing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Kruse Asset Management, LLC is an independent, individual-owned registered investment adviser that serves both individual/family and institutional clients. The firm acts as a capital allocator and provides a range of advisory services including financial planning, portfolio management for individuals, pooled vehicles and institutions, selection of other advisers, and educational seminars and publications. Compensation methods are flexible and include percentage-of-AUM fees, hourly and fixed fees, commissions and performance-based arrangements. Kruse reports it does not pursue ESG investing as part of its core approach.