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Kraus Capital Management, LLC

Kraus Capital Management, LLC. CRD 282797

Kraus Capital Management, LLC logo

CRD: 282797

Kraus Capital Management, LLC

SAN Antonio, TX, 78232
2102241600
www.krauscapital.com
$72.9M Total AUM
$72.9M Disc. AUM
-- 3Y CAGR
2 Employees
180 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
RadialMomentum glacier +more
Established Date
03-02-2016
Office Locations
1

Office Locations

227 N Loop 1604 E. Suite 150 SAN Antonio TX

About Kraus Capital Management, LLC

Kraus Capital Management (San Antonio, TX) provides comprehensive wealth management, combining financial planning and investment management for retirees and business owners/entrepreneurs. The firm builds goal-oriented portfolios grounded in academic research and empirical evidence, emphasizing durability, historical context, and risk-aware, tax-efficient implementation using ETFs and index funds. Founder Brian Kraus cites 1,000+ hours of annual research; custody includes Schwab.

Team overview

47 AVG AGE
$72.9M AVG AUM / ADVISOR
$404.8K AVG AUM / CLIENT
10.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Fusion

Client Personas

Value optima Atlas ember Vector

Custodian

Signal focus Eagle Momentum meridian Peak North summit Fusion Ember matrix

Investment Themes

Eagle optima Wave vital Ridge Prime catalyst Fusion beacon

Investment Vehicles

Vital signal Harbor

Services

Fusion Optima north Bridge Bridge Atlas ridge Catalyst eagle Alpha Bridge oak Vital Eagle

Technology

Frontier matrix Optima pathway Pioneer ridge Oak value Beacon Foundation summit Legacy

Owner & Executives

BRIAN DAVID KRAUS

BRIAN DAVID KRAUS

Certified Financial Planner, Chief Compliance Officer, Owner

CRD
#3186444
Ownership
75% or more
(372) 917-6710
ember.foundation@unisoncapital.com
in linkedin.com/in/oak-value

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-22-2016
Category Assets AVG. Account size
Discretionary $72,856,799 $309,877
Non-Discretionary $0 --
Total $72,856,799 $309,877

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Separately Managed Accounts

Total SMA Asset: $72,856,799

$72.9M Total SMA
Equity - Exchange:
21.8%
Public Funds:
21.6%
Cash:
28.3%
U.S. Government/Agency:
28.3%
Asset class Assets Assets %
Equity - Exchange $959,879,347 21.8%
Public Funds $951,073,115 21.6%
Cash $1,246,081,905 28.3%
U.S. Government/Agency $1,246,081,904 28.3%
Total $4,403,116,271 100.0%

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