|
⚲
|
| Keyboard |
| M Kraus & Company
✚
|
|
|---|---|
| CRD # | 106749 |
| SEC # | 801-52060 |
| CIK # | 0001593688 |
| AUM | 559.3 M (2026-03-03) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 802-985-2620 |
| Address | 4076 Shelburne Road Shelburne, VT 05482 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 28.8 | ||
| Microsoft Corp | 27.8 | ||
| Harris Corp /DE/ | 16.1 | ||
| United Technologies Corp /DE/ | 15.0 | ||
| Thermo Fisher Scientific Inc | 14.7 | ||
| FPL Group Inc | 12.3 | ||
| Norfolk Southern Corp | 12.0 | ||
| Johnson & Johnson | 12.0 | ||
| Cisco Systems Inc | 11.9 | ||
| Rockwell Automation Inc | 11.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 88 | 24.1 |
| (b) Individuals (high net worth individuals) | 131 | 518.3 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 5 | 16.6 |
| (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 | 4 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 483 | 559.3 |
| By Discretionary | ||
| Discretionary | 471 | 517.9 |
| Non-Discretionary | 12 | 41.4 |
| Total | 483 | 559.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.6 | |
| United States Persons | 553.7 | |
| Total | 483 | 559.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001593688] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Tortuga Advisers LLC
✚
|
CA | 563.5 M |
|
Downtown Wealth Studios LLC
✚
|
FL | 563.5 M |
|
Lifeguide Financial Advisors LLC
✚
|
PA | 562.9 M |
|
Beck Capital Management LLC
✚
|
TX | 562.4 M |
|
Dumont & Blake Investment Advisors LLC
✚
|
NJ | 562.3 M |
|
John A Wolfe & Associates Inc
✚
|
MI | 560.7 M |
|
Narus Financial Partners LLC
✚
|
UT | 559.0 M |
|
Wealth Science Advisors LLC
✚
|
GA | 558.7 M |
|
Life Line Wealth Management LLC
✚
|
CA | 557.6 M |
|
Trinity Capital Management LLC
✚
|
CA | 556.8 M |