K
CRD: 335312
Krueger Asset Management, LLC
$2.0M Total AUM
$2.0M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- ElementVector quantum +more
- Established Date
- 04-29-2025
- Office Locations
- 1
Office Locations
240 S. Main Street Bentonville AR
About Krueger Asset Management, LLC
Krueger Asset Management, LLC is a Bentonville-based RIA. The firm has been operating for 1 years. Managing $2.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$2.0M AVG AUM / ADVISOR
$134.7K AVG AUM / CLIENT
1.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
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Asset Classes
Horizon legacy Value signal Delta harbor
Custodian
Optima Pioneer Vertex north Element Matrix value
Investment Themes
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Investment Vehicles
Optima Eagle vertex
Services
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Technology
Pathway Oak Matrix signal
Owner & Executives
J
JOHNATHAN DAVID KRUEGER
Chief Compliance Officer, PRINCIPAL
- CRD
- #8029436
- Ownership
- 75% or more
(614) 703-9530
beacon.unison@atlascapital.com
in linkedin.com/in/signal-eagle
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,020,145 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,020,145 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,020,145
Public Funds:
25.5% Equity - Exchange:
46.0% Cash:
28.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $495,948,899 | 25.5% |
| Equity - Exchange | $894,652,916 | 46.0% |
| Cash | $554,295,828 | 28.5% |
| Total | $1,944,897,643 | 100.0% |