|
⚲
|
| Kerux LLC
✚
|
|
|---|---|
| CRD # | 327724 |
| SEC # | 801-128697 |
| CIK # | |
| AUM | $428.0 M (2026-04-10) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 916-846-7780 |
| Address | 4180 Douglas Blvd Granite Bay, CA 95746 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 389 | 123.0 |
| (b) Individuals (high net worth individuals) | 136 | 291.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 9.5 |
| (h) Charitable organizations | 4 | 4.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,563 | 428.0 |
| By Discretionary | ||
| Discretionary | 1,195 | 381.0 |
| Non-Discretionary | 368 | 47.0 |
| Total | 1,563 | 428.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 428.0 | |
| Total | 1,563 | 428.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Symphony Financial Services Inc
✚
|
OH | 0.4 |
|
Lawson Kroeker Investment Management Inc
✚
|
NE | 0.4 |
|
SWMG Holdings LLC
✚
|
GA | 0.4 |
|
Blue Water Asset Management LLC
✚
|
MI | 0.4 |
|
Providence Financial Advisors LLC
✚
|
KS | 0.4 |
|
Haven Private LLC
✚
|
FL | 0.4 |
|
McCarter Private Wealth Services LLC
✚
|
MA | 0.4 |
|
Coordinated Financial Services Inc
✚
|
CO | 0.4 |
|
HFG Advisors Inc
✚
|
OH | 0.4 |
|
Beacon Bridge Wealth Partners LLC
✚
|
PA | 0.4 |