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M. KRAUS & COMPANY
CRD 106749 · SEC 801-52060
4076 SHELBURNE ROAD, BUILDING A, SUITE 7-C, SHELBURNE, VT, 05482, United States
Phone
802-985-2620
Fax
802-985-8252
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$559.3M
Discretionary AUM
$517.9M
Team
5 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-03
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 88 | $24.1M |
| High net worth individuals | 131 | $518.3M |
| Charitable organizations | 5 | $16.6M |
| Corporations/business entities | 4 | $203K |
States served
VT, MA, NE, NJ, NY, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD