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THE KARRAS COMPANY, INC.
CRD 109578 · SEC 801-55317
4695 SOUTH 1900 WEST, SUITE 3, ROY, UT, 84067, United States
Phone
801-825-3000
Fax
801-825-3058
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$372.9M
Discretionary AUM
$328.6M
Team
7 total employees; 4 advisory reps; 107 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; THIRD PARTY ADVISER/MANAGER FEES
Org form
Corporation
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 156 | $54.9M |
| High net worth individuals | 93 | $312.4M |
| Charitable organizations | 2 | $5.6M |
States served
UT, TX
All web addresses on file
Official SEC filing: View on IAPD