The Karras Company, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in ROY, UT. Its latest Form ADV filing, dated February 24, 2026, reports $373M in regulatory assets under management, 7 employees, and 781 accounts.
Assets Under Management
$373M
Employees
7
Offices
--
Total Clients
251
Primary office
ROY, UT
4695 SOUTH 1900 WEST, SUITE 3, ROY, UT, United States
Top client segmentIndividuals represent 62.2% of total clients.
Top client categories% of clientsClients
1
Individuals
62.2%
156
2
HNWI
37.1%
93
3
Charitable
0.8%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$373Mas of February 24, 2026
Discretionary88.1%
$329M
88% of total RAUM88.1%
Non-discretionary11.9%
$44M
12% of total RAUM11.9%
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$373M
Total Accounts781
10Y AUM Change$-873M (-70.1%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee36:1
10Y Employee Change+1 (+16.7%)
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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.