KLAAS FINANCIAL ASSET ADVISORS, LLC.

CRD

121399

SEC file #

801-79516

EIN

320007845

DBA names

—

Economics

AUM

$758.1M

AUM band

$500M-$1B

AUM trajectory

'20 · $312.6M

'21 · $377.6M

'22 · $438.1M

'23 · $521.6M

'25 · $632.1M

'26 · $758.1M

'20'26

$312.6M → $758.1M▲ +142%

sec adv history

Client mix

Individuals Other	812
Individuals High Net Worth	203

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 8 advisors

'21 · 9 advisors

'22 · 10 advisors

'23 · 12 advisors

'25 · 15 advisors

'26 · 13 advisors

'20'26

8 advisors → 13 advisors▲ +63%

sec adv history

Primary office

LOVES PARK IL

Branches

—

Custodian & Brokerage

Primary custodian

Fidelitylow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers

Fee basis

% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing

03/31/2026

youtube.com/user/klaas0002

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

KLAAS, CRAIG, JARED

Top Owner Pct

37.5

Top Owner Entity Kind

Owner Count

Control Persons

KLAAS, CRAIG, JARED

KITE, KYLE, A

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

social_url_excluded:youtube.com

rdap

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001819279

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2021-02-04

Edgar Last Filing Date

2026-04-16

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-16

Accession0001819279-26-000004

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.1852

Soi Zip Pct 200k Plus

0.037

Soi Zip Returns 200k Plus

440

Soi Zip Total AGI

792,463

Fdic Zip Total Deposits

9,033,463,000

Fdic Zip Branch Count

265

Fdic Zip Top Banks

Riverside Community Bank

PNC Bank, National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (22)

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

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Fidelity	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

4707 PERRY RIDGE LANELOVES PARK, IL 61111

Business

4707 PERRY RIDGE LANELOVES PARK, IL 61111

Edgar EIN

320007845

Edgar Recent Filings

13F-HR2026-04-16 · 0001819279-26-000004

13F-HR2026-01-27 · 0001819279-26-000001

Fdic Zip Branches Raw

First of America-North Central Illinois, National AssociationRockford, IL

Fdic Zip HHI

1051.27

Fdic Zip Top Bank Share Pct

23.18

Fdic Zip Year

2025

Firm Has Custody

Mailing Office Differs

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	40,411
Returns	3,180

Stub 2

AGI	119,993
Returns	3,220

Stub 3

AGI	123,104
Returns	1,990

Soi Zip Total Business Income

15,159

Soi Zip Total Cap Gains

14,143

Soi Zip Total Dividends

8,529

Soi Zip Total Returns

11,880

Top Owner CRD

5180709

Trust Company Affiliate