M. Kraus & Company
Firm details
- Headquarters
- Shelburne, Vermont
- CRD number
- 106749
- Registered since
- May 29, 1996
- Website
- mkrausco.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI92.68%
- Individuals4.32%
- Charitable Organizations2.97%
- Corporations / Businesses0.04%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
M. Kraus & Company is an independent, owner-operated registered investment adviser formed in 1996. The firm provides portfolio management services primarily for individuals, families and small businesses, and it serves some institutional clients as well. Compensation comes through a mix of asset-based fees, hourly charges and fixed fees. According to regulatory disclosures, the firm does not act as a separate capital allocator, is not a multi-state adviser, and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities72%
- Cash & Cash Equivalents9%
- US Government Bonds7%
- Investment Grade Corp Bonds7%
- Public Funds/Mutual Funds4%
Contacts
3 of 5
Travis Unger
Assistant Portfolio ManagerCRD 7022145
Aileen Kraus
PrincipalCRD 1177342
Denise Dalton
Senior Vice PresidentCRD 4629516
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 12Active vs passive
$9.8M in ETFs
100%
$9.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $2.2M | 3,167 | 22.30% |
Location
Shelburne, VT
Chittenden
Location
Shelburne, VT
Headquartered in Shelburne, VT, anchoring the Burlington-South Burlington-Barre, VT metro in the Northeast.
- Metro area
- Burlington-South Burlington-Barre, VT
- Region
- Northeast
- County
- Chittenden
- Address
- 4076 Shelburne Rd
- Time zone
- ET (UTC-5)
- Office locations
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