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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Catalyst ridge
- Established Date
- 04-04-2006
- Office Locations
- 2
Office Locations
About Karel Capital, Inc.
Karel Capital, Inc. is a fee-only boutique RIA (founded 1989) managing individually tailored equity and fixed-income portfolios for personal, corporate, and retirement accounts, designed for income and capital growth. Portfolios emphasize direct security selection—“know what you own”—using high-quality growth/income companies, investment-grade bonds, and strategic cash management, and the firm coordinates with clients’ accountants and estate attorneys; custody includes Charles Schwab.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES FREDERICK KAREL
Chief Compliance Officer, Investment Advisor, Owner, President
- CRD
- #861100
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ROBB M. PETERSON
Chief Compliance Officer, President, Secretary, Vice President
- CRD
- #1747275
Cole Aloysius Thompson
Associate
- CRD
- #7668347
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $109,111,747 | $516,393 |
| Non-Discretionary | $0 | -- |
| Total | $109,111,747 | $516,393 |
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Separately Managed Accounts
Total SMA Asset: $109,111,747
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,610,147,631 | 26.1% |
| Public Funds | $1,073,431,754 | 17.4% |
| U.S. Government/Agency | $567,561,617 | 9.2% |
| Corporate - Non-Investment Grade | $1,326,366,822 | 21.5% |
| Municipal Bonds | $450,347,805 | 7.3% |
| Cash | $1,141,292,381 | 18.5% |
| Total | $6,169,148,010 | 100.0% |