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Krauss Whiting Capital Advisors LLC (Stamford)


Krauss Whiting Capital Advisors LLC is an adviser based in Stamford. It manages $27.32 million of regulatory assets for 79 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Connecticut and New York.

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Krauss Whiting Capital Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and performance measurement & reporting. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Krauss Whiting Capital Advisors: assets under management

The assets under management (AUM) of Krauss Whiting Capital Advisors LLC is $27.32 million. The firm's AUM has gone down by -16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $26.57 million in discretionary accounts and $747.4 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $340.68 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $747.4 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Krauss Whiting Capital Advisors LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Stamford

The principal office where Krauss Whiting Capital Advisors LLC performs its advisory services is located at 4 Landmark Square, Stamford, CT 06901 2500, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203.964.1700 or by fax 203.964.1701. The normal business hours are 8:30 am -5:00 pm on Monday - Friday. You can find more information about the New York firm at krausswhiting.com.


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