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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Eagle elementCapital crest +more
- Established Date
- 10-01-2021
- Office Locations
- 1
Office Locations
About Cratero Capital LLC
Cratero Capital is a Missouri-registered RIA based in St. Louis serving retail clients, with a stated client focus that includes entrepreneurs. The firm provides financial planning alongside portfolio construction and ongoing asset management, including tax and estate planning and insurance coordination. Its managed accounts are primarily implemented with ETFs and it custodies through Altruist.
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Owner & Executives
Nicholas Stephen Matlock
Chief Compliance Officer, Managing Member, Owner
- CRD
- #5542565
- Ownership
- 25% but less than 50%
TRENT M DAILEY
--
- CRD
- --
- Ownership
- 10% but less than 25%
Zenith ridge
Pioneer fusion peak
- CRD
- #81335
- Ownership
- 43.9%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,114,126 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,114,126 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,114,126
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $854,274,296 | 46.2% |
| Cash | $994,804,267 | 53.8% |
| Total | $1,849,078,563 | 100.0% |