# 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.

- CRD: 109578
- Filed as: THE KARRAS COMPANY, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Roy, UT
- Filing period: October 2026
- Form ADV filing dated: September 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109578
- AdvisorCensus page: https://advisorcensus.com/firm/the-karras-company-inc-roy-ut-109578

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated February 24, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.
- RJA - NH

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.

### Regulatory assets under management (Item 5.F)
- Total: $372,856,014
- Discretionary: $328,567,428
- Non-discretionary: $44,288,586

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 156 | $54,869,718 |
| High net worth individuals | 93 | $312,368,341 |
| Charitable organizations | 2 | $5,617,955 |

### 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)

### Firm details
- Registered since: 1998 (28 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: NE, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- raymondjames.com/THEKARRASCOMPANYINC
- thekarrascompany.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $271,110,827 | 7 | February 2, 2021 |
| October 2022 | $329,057,630 | 8 | February 24, 2022 |
| October 2023 | $279,778,973 | 6 | March 31, 2023 |
| October 2024 | $315,162,614 | 7 | March 28, 2024 |
| October 2025 | $349,820,509 | 7 | February 28, 2025 |
| October 2026 | $372,856,014 | 7 | September 9, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in NE.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Karras Company, Inc. (CRD 109578): Form ADV filing data as of October 2026.