KRUSE ASSET MANAGEMENT, LLC

CRD 143204 · SEC 801-131004

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216 S JEFFERSON STREET, SUITE 302, CHICAGO, IL, 60661-5743, United States

Phone

312-775-6000

Fax

312-264-4557

Registration

— (—)

Source

State registered

Total AUM

$146.2M

Discretionary AUM

$121.1M

Team

2 total employees; 2 advisory reps; 189 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees; Commissions; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-26

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersPublication of periodicalsMarket timingEducational seminars

Client types

Type	Clients	AUM
Individuals	152	$38.4M
High net worth individuals	35	$104.8M
Investment companies	2	$3.0M

All web addresses on file

HTTP://WWW.KRUSEASSETMANAGEMENT.COM
HTTP://WWW.KRUSEAM.COM
HTTPS://WWW.FACEBOOK.COM/KRUSEAM
HTTPS://TWITTER.COM/KRUSEAM
https://www.instagram.com/stukruse
HTTPS://WWW.LINKEDIN.COM/COMPANY/KRUSE-ASSET-MANAGEMENT

Official SEC filing: View on IAPD