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- Custodian
- American Funds · Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-20-1998
- Office Locations
- 1
Office Locations
About THE Karras Company, Inc.
The Karras Company is a Raymond James–affiliated wealth management firm serving business owners, corporate executives, families, retirees, and select nonprofits, endowments and foundations. The team focuses on planning-led advice—financial and wealth planning, tax and estate considerations, insurance, and business succession—paired with portfolio construction and asset management using vehicles such as mutual funds, ETFs and fixed income. FINRA BrokerCheck-listed.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
NOLAN ELDON KARRAS
Chairman, Chief Executive Officer
- CRD
- #1195441
- Ownership
- 75% or more
BRETT NOLAN KARRAS
Advisor, Chief Compliance Officer, President
- CRD
- #2313758
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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BOYD RAYMOND HANSEN
Financial Advisor
- CRD
- #1264358
WILLIAM BRETT MERRELL
--
- CRD
- #5593043
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $328,567,428 | $669,180 |
| Non-Discretionary | $44,288,586 | $152,719 |
| Total | $372,856,014 | $477,408 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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 |
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