CRD: 109588
Krauss Whiting Capital Advisors LLC
$42.3M Total AUM
$42.3M Disc. AUM
-- 3Y CAGR
2 Employees
32 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Vital
- Established Date
- 08-16-1999
- Office Locations
- 1
Office Locations
4 Landmark Square Stamford CT
About Krauss Whiting Capital Advisors LLC
Krauss Whiting Capital Advisors (Stamford, CT) provides integrated investment management alongside accounting, financial planning, and income-tax return services, acting as a key adviser for clients with long-term personal and business planning needs. Portfolios are implemented largely with ETFs and public funds, and the firm serves the Northeast with clients worldwide; Schwab is a key custodian.
Team overview
73 AVG AGE
$42.3M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
24.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
26yrs Firm Age
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Asset Classes
Meridian Pathway
Custodian
Momentum
Investment Themes
Quantum
Investment Vehicles
Bridge signal
Services
Unison Beacon Glacier legacy Fusion North Timber element
Technology
Atlas
Owner & Executives
T
THEODORE ALFRED KRAUSS
Chief Compliance Officer, Manager
- CRD
- #4391064
- Ownership
- Less than 5%
(728) 412-6107
element.element@atlascapital.com
in linkedin.com/in/delta-oak
Showing 1 of 1 owners & executives
Unlock allContacts
JAMES STILES WHITING
Owner
- CRD
- #4391070
(587) 576-2070
beacon.wave@wavecapital.com
in linkedin.com/in/beacon-oak
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,301,624 | $340,681 |
| Non-Discretionary | $0 | $747,397 |
| Total | $42,301,624 | $345,830 |
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Separately Managed Accounts
Total SMA Asset: $42,301,624
Equity - Exchange:
21.9% Cash:
48.4% U.S. Government/Agency:
29.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $458,241,579 | 21.9% |
| Cash | $1,012,734,815 | 48.4% |
| U.S. Government/Agency | $621,450,909 | 29.7% |
| Total | $2,092,427,303 | 100.0% |