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BRUCE A. KRAIG ASSOCIATES

Advisory

PA

Data as of Mar 28, 2026 · Source: SEC Form ADV

Rank in PA
#1,151
of 1,528 advisers by AUM
AUM change, 1 year
-7.9%
31st percentile in PA
AUM CAGR, 3 year
+5.7%
compound annual growth
Average account
$1M
across 24 accounts
AUM per adviser
$16M
2 advisers
Filing history
12
filings since 2006

Source: SEC Form ADV. Figures as filed Mar 28, 2026.

Total AUM
$32M
1-Year AUM Growth
-7.9%
3-Year CAGR
+5.7%
Employees
2
Assets Under Management
Total AUM$32M
Discretionary AUM$32M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients24
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record12
First FilingMar 21, 2006
Latest FilingMar 28, 2026
Full AUM trend chart and 12 historical filings spanning 20+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InPA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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