SourcingSourcing

THE KARRAS COMPANY, INC.

B55
CRD 109578·SEC 801-55317·ROY, UT
AUM
$372.9M
$100M-$500M
Est. Revenue
$3.7M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
THE KARRAS COMPANY, INC.
CRD
109578
SEC file #
801-55317
EIN
—
DBA names
—

Economics

AUM
$372.9M
AUM band
$100M-$500M
AUM trajectory
'20'26
$209.9M → $372.9M▲ +78%
Client mix
Individuals Other156
Individuals High Net Worth93
Charitable Organizations2

Operations

Employees (total)
7
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
3 advisors → 4 advisors▲ +33%
Primary office
ROY UT
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
02/24/2026
ADV-W filed at
—
Website
thekarrascompany.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KARRAS, NOLAN, ELDON
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
KARRAS, NOLAN, ELDON
KARRAS, BRETT, NOLAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
THEKARRASCOMPANY.COM
Rdap Domain Creation Date
2007-09-22T23:27:30Z
Rdap Firm Age Years
19
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
59,040
Form 5500 Compensation Trajectory 3y
202559,040
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
59,040
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1812
Soi Zip Pct 200k Plus
0.0143
Soi Zip Returns 200k Plus
260
Soi Zip Total AGI
1,146,818
Fdic Zip Total Deposits
4,603,212,000
Fdic Zip Branch Count
163
Fdic Zip Top Banks
Bank of Utah
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Raymond James11
E*trade4
Fdic Zip Branches Raw
Key Bank of UtahRoy, UT
First Security Bank of Utah, National AssociationRoy, UT
Fdic Zip HHI
1427.35
Fdic Zip Top Bank Share Pct
28.91
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-09-22T23:27:30Z
Rdap Domain Last Changed
2026-05-21T16:51:09Z
Rdap Nameservers
Ns25.domaincontrol.comNs26.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI53,471
Returns4,020
Stub 2
AGI176,049
Returns4,700
Stub 3
AGI226,477
Returns3,660
Soi Zip Total Business Income
12,765
Soi Zip Total Cap Gains
15,239
Soi Zip Total Dividends
3,338
Soi Zip Total Returns
18,210
Top Owner CRD
1195441
Trust Company Affiliate
No

People (4)

4
KARRAS, NOLAN, ELDON
IAR · Direct Owner · 87.5%
1195441
KARRAS, BRETT, NOLAN
IAR · Direct Owner · 17.5%
2313758
BOYD RAYMOND HANSEN
IAR
1264358
WILLIAM BRETT MERRELL
IAR
5593043