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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 02-17-2012
- Office Locations
- 1
Office Locations
About C.r. Haupt LLC
C.R. Haupt LLC is a Wisconsin-based fiduciary RIA providing portfolio construction/management and goal-based investment strategy tailored to clients’ financial circumstances. The firm emphasizes transparent, AUM-based pricing and uses a research-driven process informed by its weekly Market Notebook of market and economic data. Investment implementation appears ETF-oriented, with Altruist noted as a custodian.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 6 clients, or 6 clients per representative. That equates to $322.8K in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on March 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Services
- Technology
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The full C.r. Haupt LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CORY RANDALL HAUPT
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, Managing Partner
- CRD
- #6026346
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,936,742 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,936,742 | -- |
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Separately Managed Accounts
SMA allocation detail is available
C.r. Haupt LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.