SourcingSourcing

KRS CAPITAL MANAGEMENT, LLC

A79
CRD 142928·SEC 801-126105·BLOOMFIELD HILLS, MI
AUM
$188.9M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$567K
@ 30% margin
Est. Deal Value
$4.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KRS CAPITAL MANAGEMENT, LLC
CRD
142928
SEC file #
801-126105
EIN
208164140
DBA names
—

Economics

AUM
$188.9M
AUM band
$100M-$500M
AUM trajectory
'23'26
$125.6M → $188.9M▲ +50%
Client mix
Individuals High Net Worth34
Individuals Other8

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'23'26
1 advisors → 1 advisors▬ 0%
Primary office
BLOOMFIELD HILLS MI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPublication of periodicals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
01/16/2026
ADV-W filed at
—
Website
krscapitalmanagement.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
STEED, ROGER, NEIL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
STEED, ROGER, NEIL
Solo Advisor Indicator
Yes
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

Website Staleness Score
0.604
Web Signal Quality
ok
Wayback Last Material Change
2025-07-14T14:24:22.000Z
Wayback Snapshot Count
60
Wayback Snapshots Last 12mo
1
Wayback First Snapshot
2008-08-28T19:09:09.000Z
Wayback Last Snapshot
2025-07-14T14:24:22.000Z
Rdap Domain
KRSCAPITALMANAGEMENT.COM
Rdap Domain Creation Date
2007-05-14T20:31:53Z
Rdap Firm Age Years
19
Rdap Firm Age Band
10-20y
Rdap Registrar
Advanced Internet Technologies, Inc. (AIT)

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001910876
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2022-02-11
Edgar Last Filing Date
2026-04-15
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-04-15
Accession0001172661-26-001498

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5134
Soi Zip Pct 200k Plus
0.2945
Soi Zip Returns 200k Plus
2,530
Soi Zip Total AGI
2,985,522
Fdic Zip Total Deposits
37,498,398,000
Fdic Zip Branch Count
297
Fdic Zip Top Banks
Comerica Bank
The PrivateBank and Trust Company

Compliance & brand

Firm Registration Status
active

All other collected signals (31)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
101 WEST LONG LAKE ROADBLOOMFIELD, MI 48304
Business
101 WEST LONG LAKE ROADBLOOMFIELD, MI 48304
Edgar EIN
208164140
Edgar Recent Filings
13F-HR2026-04-15 · 0001172661-26-001498
13F-HR2026-01-15 · 0001172661-26-000202
Fdic Zip Branches Raw
Republic BankBloomfield Hills, MI
Standard Federal BankBloomfield Hills, MI
Fdic Zip HHI
1313.98
Fdic Zip Top Bank Share Pct
28.86
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-14T20:31:53Z
Rdap Domain Last Changed
2026-05-01T13:08:52Z
Rdap Nameservers
Ns0.nameservices.netNs1.nameservices.net
Rdap Secure Dns Enabled
No
Rdap Status
Active
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI17,316
Returns1,770
Stub 2
AGI34,214
Returns930
Stub 3
AGI48,554
Returns780
Soi Zip Total Business Income
74,599
Soi Zip Total Cap Gains
517,848
Soi Zip Total Dividends
185,952
Soi Zip Total Returns
8,590
Top Owner CRD
1046542
Trust Company Affiliate
No
Wayback Avg Days Between Changes
162.2
Wayback Closest Snapshot Ts
2025-03-07T07:11:14.000Z
Wayback Closest Snapshot Url
http://web.archive.org/web/20250307071114/https://www.krscapitalmanagement.com/
Wayback Distinct Digest Count
39

People (1)

1
STEED, ROGER, NEIL
IAR · Direct Owner · 87.5%
1046542