AdvisorCensus / Financial advisors / Utah / Ogden / The Karras Company, Inc.
The Karras Company, Inc. is an SEC-registered investment advisory firm in Roy, UT, registered since 1998, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 9, 2026.
Quick answers
From the filingHow is The Karras Company, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), The Karras Company, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.
Where is The Karras Company, Inc. located?
The Karras Company, Inc.'s principal office is in Roy, UT, according to its Form ADV.
Is The Karras Company, Inc. registered with the SEC or a state?
The Karras Company, Inc. is an SEC-registered investment advisory firm, registered since 1998. Status as filed: Approved. CRD 109578.
How much does The Karras Company, Inc. manage?
The Karras Company, Inc. reports $372,856,014 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (88% discretionary).
How have The Karras Company, Inc.'s assets and staff changed since 2021?
In the Form ADV data for The Karras Company, Inc.: Regulatory assets under management: $271,110,827 in the October 2021 data and $372,856,014 in the October 2026 data, up 38%. Total employees: 7 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does The Karras Company, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (156); high net worth individuals (93); charitable organizations (2).
Which custodians does The Karras Company, Inc. use?
The Karras Company, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. and RJA - NH as custodians holding 10% or more of its separately managed account assets.
Does The Karras Company, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109578
Does The Karras Company, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated February 24, 2026 says: "Karras generally requires new clients to have a minimum of $250,000 in assets under management; however, Karras may also accept smaller accounts related to a current client relationship already established and IARs of Karras reserve the right to waive minimums based upon the specific circumstances of an account or a relationship."
What changed in The Karras Company, Inc.'s recent Form ADV filings?
In the October 2026 filing data: Registered or notice-filed in NE.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $250,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Karras generally requires new clients to have a minimum of $250,000 in assets under management; however, Karras may also accept smaller accounts related to a current client relationship already established and IARs of Karras reserve the right to waive minimums based upon the specific circumstances of an account or a relationship.
As stated in the firm's Form ADV Part 2A brochure dated February 24, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$372,856,014 as of October 2026, filing dated September 9, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1998 (28 years)
- Employees
- Total: 7. Performing investment advisory functions: 4.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $372,856,014 | 7 | September 9, 2026 |
| October 2025 | $349,820,509 | 7 | February 28, 2025 |
| October 2024 | $315,162,614 | 7 | March 28, 2024 |
| October 2023 | $279,778,973 | 6 | March 31, 2023 |
| October 2022 | $329,057,630 | 8 | February 24, 2022 |
| October 2021 | $271,110,827 | 7 | February 2, 2021 |
Regulatory assets under management: $271,110,827 in the October 2021 data and $372,856,014 in the October 2026 data, up 38%.
Total employees: 7 in October 2021 and 7 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Registered or notice-filed in NE.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. The Karras Company, Inc. (CRD 109578): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/the-karras-company-inc-roy-ut-109578