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Firm profile

M. Kraus & Company

SHELBURNE, VTCRD 106749Latest ADV March 3, 2026

M. Kraus & Company is an SEC registered investment adviser organized as a corporation with a primary office location in Shelburne, VT.

Assets Under Management
$559M
Employees
5
Offices
--
Total Clients
228
Primary office
SHELBURNE, VT
4076 SHELBURNE ROAD, BUILDING A, SUITE 7-C, SHELBURNE, VT, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCODenise M. Dalton

Advisory services offered

1 types reported
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 57.5% of total clients.
Top client categories% of clientsClients
1
HNWI
57.5%
131
2
Individuals
38.6%
88
3
Charitable
2.2%
5
4
Corporations
1.8%
4
Categories with <5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$559Mas of March 3, 2026
Discretionary92.6%
$518M
93% of total RAUM92.6%
Non-discretionary7.4%
$41M
7% of total RAUM7.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$559M
Total Accounts483
10Y AUM Change+$296M (+112.7%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee46:1
10Y Employee Change+1 (+25.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.