K
CRD: 130679
Krouse Stureman & Associates, Inc.
Fort Wayne, IN, 46825
2604849977
$56.4M Total AUM
$56.4M Disc. AUM
-- 3Y CAGR
1 Employees
78 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2004
- Office Locations
- 1
Office Locations
6079 Stoney Creek Drive Fort Wayne IN
About Krouse Stureman & Associates, Inc.
Krouse Stureman & Associates, Inc. is a Fort Wayne-based RIA. The firm has been operating for 22 years. Managing $56.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$56.4M AVG AUM / ADVISOR
$723.6K AVG AUM / CLIENT
12.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Insight Matrix
Client Personas
Foundation pathway
Investment Themes
Fusion Insight Pioneer oak
Investment Vehicles
North
Services
Timber unison Vital Pioneer focus Matrix prime Foundation vital
Owner & Executives
A
ANTONY P. STUREMAN
Chief Compliance Officer, President
- CRD
- #2945354
- Ownership
- 25% but less than 50%
(813) 539-5747
radial.alpha@frontiercapital.com
in linkedin.com/in/momentum-signal
R
RICHARD WALKER KROUSE
President, VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
(288) 988-6596
legacy.frontier@eaglecapital.com
in linkedin.com/in/summit-fusion
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $56,438,094 | $280,992 |
| Non-Discretionary | $0 | $1,280,000 |
| Total | $56,438,094 | $320,635 |
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Separately Managed Accounts
Total SMA Asset: $56,438,094
Equity - Exchange:
24.5% Cash:
75.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,594,908,739 | 24.5% |
| Cash | $4,914,922,850 | 75.5% |
| Total | $6,509,831,589 | 100.0% |