This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-29-1996
- Office Locations
- 2
Office Locations
About M. Kraus & Company
M. Kraus & Company is an independent, fee-only RIA founded in 1996, serving individuals, nonprofits, small businesses, and retirement plans. The firm builds customized portfolios using individually selected equities and fixed income securities, with a strong ETF allocation alongside traditional bonds. Based in Shelburne, VT, it primarily custodies assets at Charles Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
AILEEN JANE KRAUS
President, Principal
- CRD
- #1177342
- Ownership
- 75% or more
CHRISTOPHER MICHAEL CAPANO
EXECUTIVE VICE PRESIDENT, Vice President
- CRD
- #2033819
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
KATHERINE HELENE STILL
--
- CRD
- #8156042
TRAVIS BENJAMIN UNGER
Portfolio Manager
- CRD
- #7022145
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $517,873,727 | $1,099,520 |
| Non-Discretionary | $41,404,308 | $3,450,359 |
| Total | $559,278,035 | $1,157,926 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing