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| The Karras Company Inc
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| CRD # | 109578 |
| SEC # | 801-55317 |
| CIK # | 0002109847 |
| AUM | 372.9 M (2026-02-24) |
| Employees | 7 (57% Investors, 57% Brokers) |
| Phone | 801-825-3000 |
| Address | 4695 South 1900 West Roy, UT 84067 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002109847 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 6.5 | ||
| Broadcom Inc | 6.0 | ||
| Corning Inc /NY | 4.3 | ||
| Apple Inc | 4.1 | ||
| Amazon Com Inc | 3.6 | ||
| ASML Holding NV | 3.3 | ||
| Thermo Fisher Scientific Inc | 2.4 | ||
| J P Morgan Chase & Co | 2.2 | ||
| International Business Machines Corp | 2.1 | ||
| Tesla Motors Inc | 2.0 | ||
| Metropcs Communications Inc | 1.5 | ||
| Lockheed Martin Corp | 1.4 | ||
| Enterprise Products Partners L P | 1.4 | ||
| Uber Technologies Inc | 1.4 | ||
| Goldman Sachs Group Inc | 1.3 | ||
| Visa Inc | 1.2 | ||
| Equinix Inc | 1.2 | ||
| Allstate Corp | 1.1 | ||
| Microsoft Corp | 1.1 | ||
| Vistra Energy Corp | 1.0 | ||
| Johnson & Johnson | 0.9 | ||
| Oracle Corp | 0.9 | ||
| ServiceNow Inc | 0.9 | ||
| Cisco Systems Inc | 0.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 156 | 54.9 |
| (b) Individuals (high net worth individuals) | 93 | 312.4 |
| (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 | 2 | 5.6 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 781 | 372.9 |
| By Discretionary | ||
| Discretionary | 491 | 328.6 |
| Non-Discretionary | 290 | 44.3 |
| Total | 781 | 372.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 372.9 | |
| Total | 781 | 372.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002109847] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 107 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
|
CA | 373.5 M |
|
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Richard W Paul & Associates LLC
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Hibernia Wealth Partners LLC
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|
United Brokerage Services Inc
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|
WV | 372.3 M |
|
Callahan Wealth Advisory LLC
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|
372.2 M | |
|
Livelife Capital Partners LLC
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|
MA | 372.1 M |
|
Pacific Wealth Management LLC
✚
|
CA | 371.9 M |