The Karras Company, Inc.

RIASEC RegisteredEst. 1998

Total AUM

$373M

Discretionary

$329M

88% of AUM

Avg account

$477K

Accounts

781

Employees

Advisory reps

Firm details

Headquarters: Roy, Utah
CRD number: 109578
Registered since: March 20, 1998
Website: www.thekarrascompany.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC., RJA - NH
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI83.78%
Individuals14.72%
Charitable Organizations1.51%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

The Karras Company, Inc. is an independent, corporation-structured registered investment adviser that began SEC registration in 1998 and is owned by an individual. The firm acts as a capital allocator and serves both high-net-worth individuals/families and institutional clients. Its fee arrangements include asset-based fees as well as hourly and fixed-fee engagements. Advisory services emphasize financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers. The firm is not positioned as an active ESG investor and does not operate as a multi-state adviser; it also reports that it employs outside managers as part of its allocation process.