Kruse Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 26, 2026, reports $146M in regulatory assets under management, 2 employees, and 519 accounts.
Assets Under Management
$146M
Employees
2
Offices
--
Total Clients
189
Primary office
CHICAGO, IL
216 S JEFFERSON STREET, SUITE 302, CHICAGO, IL, United States
Top client segmentIndividuals represent 80.4% of total clients.
Top client categories% of clientsClients
1
Individuals
80.4%
152
2
HNWI
18.5%
35
3
Investment Cos.
1.1%
2
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$146Mas of March 26, 2026
Discretionary82.8%
$121M
83% of total RAUM82.8%
Non-discretionary17.2%
$25M
17% of total RAUM17.2%
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.
Latest AUM$146M
Total Accounts519
10Y AUM Change+$22M (+17.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee95:1
10Y Employee Change0 (0.0%)
* 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.