Christopher
Capano

M. Kraus & Company

CRD#2033819
Investment Advisor
in Shelburne, VT

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About this Advisor

Christopher Capano is a financial advisor operating out of Shelburne, Vermont who has 18 years of relevant experience. Capano is currently employed by M. Kraus & Company. They have been an employee of M. Kraus & Company for their whole career. Capano has a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in Texas and Vermont. M. Kraus & Company is an advisory company headquartered in Shelburne, VT. It has $448 million in assets under management between its 440 client accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm advises five charities and foundations. Of its 440 customer accounts, 56% belong to high-net-worth clients who have at least $1 million in assets. M. Kraus & Company provides portfolio management for individuals and small businesses. A financial advisor's fees typically are based on which services the firm provides the client. Fee types billed by M. Kraus & Company can consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

18 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Building A, Suite 7-C 4076 Shelburne Road
Shelburne, VT 05482

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M. Kraus & Company Brokerage Details

Total Assets Under Management

$448,080,742

VT Average: $4,257,716,217
Total Number of Employees

5

VT Average: 30
Total Number of Accounts

440

VT Average: 868
Average Account Size

$1,018,365

VT Average: $4,905,203

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Christopher Capano Work History

Christopher has been registered as a financial advisor for 18 years.*

2004 - Present (20 years)

M. Kraus & Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Christopher Capano to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at M. Kraus & Company

Travis Unger
Shelburne, VT
Christopher Capano
Shelburne, VT
Denise Dalton
Shelburne, VT
Aileen Kraus
Shelburne, VT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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