KRS Capital Management, LLC
KRS Capital Management, LLC is an independently owned fee-only investment adviser headquartered in Bloomfield, Michigan. The firm was founded by Roger Steed and manages investments primarily for individual and institutional clients. It is known for its disciplined approach and longstanding presence in the investment management space, dating active filings back to at least 2021. KRS Capital Management employs a small team, and is noted for a personalized, hands-on approach to portfolio management.
Investment Strategy
KRS Capital Management focuses on a diversified, active management strategy, with top holdings in large-cap technology and healthcare stocks such as NVIDIA, Apple, and Lilly. The firm actively rebalances its portfolio, adds new positions, and reduces exposure as market conditions warrant, demonstrating an adaptive investment philosophy. The strategy combines fundamental analysis with opportunistic sector allocation to seek long-term capital appreciation for clients, with regular portfolio reviews and adjustments.
Top Holdings
Equity Positions (112)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 26.43% | $43.8M | 234,489 | $31.09 | $186.58 | +$6.7M |
A AAPL | APPLE INC | 10.24% | $17.0M | 66,592 | $179.03 | $254.63 | +$3.6M |
A AVGO | BROADCOM INC | 3.22% | $5.3M | 16,165 | $94.93 | $329.91 | +$846.7K |
A AMD | ADVANCED MICRO DEVICES INC | 3.12% | $5.2M | 31,884 | $137.97 | $161.79 | +$683.6K |
M META | META PLATFORMS INC | 2.48% | $4.1M | 5,587 | $337.65 | $734.38 | -$6.7K |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
J Joseph Volz | Managing Partner, Financial Advisor, CFP® | CA , United States |