CRD: 142928
KRS Capital Management, LLC
Bloomfield Hills, MI, 48304
2484330621
$188.9M Total AUM
$188.9M Disc. AUM
12.0% 3Y CAGR
2 Employees
42 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-10-2008
- Office Locations
- 1
Office Locations
101 West Long Lake Road Bloomfield Hills MI
About KRS Capital Management, LLC
KRS Capital Management, LLC is a Bloomfield Hills-based RIA. The firm has been operating for 18 years. Managing $188.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
70 AVG AGE
$188.9M AVG AUM / ADVISOR
$4.5M AVG AUM / CLIENT
18.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Legacy zenith Fusion
Client Personas
Frontier
Investment Themes
Delta insight Bridge
Investment Vehicles
Wave vital
Services
Ridge Radial radial Vital Element pathway
Owner & Executives
ROGER NEIL STEED
Chief Compliance Officer, Managing Member, Owner
- CRD
- #1046542
- Ownership
- 75% or more
(881) 510-4992
pathway.fusion@zenithcapital.com
in linkedin.com/in/harbor-wave
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $188,870,473 | $1,276,152 |
| Non-Discretionary | $0 | -- |
| Total | $188,870,473 | $1,276,152 |
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Separately Managed Accounts
Total SMA Asset: $188,870,473
Equity - Exchange:
12.4% Corporate - Investment Grade:
22.3% Municipal Bonds:
13.4% Corporate - Non-Investment Grade:
30.3% Cash:
8.5% U.S. Government/Agency:
13.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $601,809,928 | 12.4% |
| Corporate - Investment Grade | $1,082,287,209 | 22.3% |
| Municipal Bonds | $650,342,986 | 13.4% |
| Corporate - Non-Investment Grade | $1,470,551,678 | 30.3% |
| Cash | $412,530,999 | 8.5% |
| U.S. Government/Agency | $635,783,068 | 13.1% |
| Total | $4,853,305,868 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FRONTIER BRIDGE DELTA | FOUNDATION FOUNDATION | LIZIIDWXT | QDOYV | 3.77% | $34,880,844 |
| QUANTUM DELTA | SIGNAL MERIDIAN | 10GCG7DZC | JXWTX | 5.28% | $16,065,829 |
| CATALYST SUMMIT | FRONTIER MERIDIAN | RQH0HXK8P | OZBYO | 10.89% | $72,843,475 |
| MATRIX MOMENTUM OAK | VECTOR CAPITAL | 1NBIXW09N | DMA | 7.72% | $25,731,756 |
| TIMBER UNISON ALPHA | RIDGE FRONTIER | AJQ3X6V5B | UCCA | 4.55% | $20,709,883 |
| UNISON CREST | HORIZON MOMENTUM | 48EKFXN3C | DJOCM | 2.10% | $73,036,985 |
| BRIDGE HARBOR | SIGNAL OAK | JRTWSJ5XY | OHBH | 10.14% | $50,050,041 |
| VERTEX ATLAS | FUSION RADIAL | 4NLAJB05E | EQGO | 12.12% | $77,298,786 |