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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-28-2015
- Office Locations
- 1
Office Locations
About Kroeger Financial Partners
Kroeger Financial Partners (Kroeger Financial) is a fee-only financial services firm in business since 1982, serving retail and institutional clients, including entrepreneurs. The firm provides financial planning and portfolio management with asset allocation and risk management, using mutual funds and ETFs, and custodies assets at Charles Schwab.
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 2 advisory representatives and 111 clients, or 55.5 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on September 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- CRM
- Custodian
- Industry Interests
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Owner & Executives
ORION KROEGER
Investment Advisor Representative, President
- CRD
- #6418164
- Ownership
- 50% but less than 75%
Matthew Osypowski
Chief Compliance Officer, Investment Advisor Representative
- CRD
- #7487936
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $111,051,159 | $322,823 |
| Non-Discretionary | $0 | -- |
| Total | $111,051,159 | $322,823 |
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Separately Managed Accounts
SMA allocation detail is available
Kroeger Financial Partners has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Kroeger Financial Partners's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.