THE KARRAS COMPANY, INC.
CRD #109578 SEC #801-55317 ROY, UT 801-825-3000
SEC Registered
Total AUM
$349.8M
Discretionary
$316.3M
Employees
7
Clients
251
Accounts
742
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $349.8M | $316.3M | $33.6M | 7 | 96 |
| Mar 2024 | $315.2M | $287.2M | $28M | 7 | 116 |
| Mar 2023 | $279.8M | $250.4M | $29.4M | 6 | 104 |
| Feb 2022 | $329.1M | $297.1M | $31.9M | 8 | 107 |
| Feb 2021 | $271.1M | $244.1M | $27M | 7 | 194 |
| Jun 2020 | $234.5M | $213.1M | $21.3M | 6 | 78 |
| Mar 2020 | $234.5M | $213.1M | $21.3M | 6 | 78 |
| Apr 2019 | $209.9M | $193.7M | $16.2M | 6 | 76 |
| Mar 2019 | $209.9M | $193.7M | $16.2M | 6 | 76 |
| Mar 2018 | $1.3B | $203.7M | $1.1B | 6 | 237 |
| Mar 2017 | $1.2B | $131M | $1.1B | 6 | 300 |
| Mar 2016 | $995.8M | $71.7M | $924.1M | 6 | 200 |
| Mar 2015 | $1.1B | $69.6M | $1.1B | 5 | 200 |
| Jun 2014 | $1B | $65.3M | $963.6M | 5 | 200 |
| Jun 2014 | $1B | $65.3M | $963.6M | 5 | 200 |
| Mar 2014 | $1B | $65.3M | $963.6M | 5 | 200 |
| Feb 2013 | $809M | $44.8M | $764.2M | 5 | 200 |
| Jun 2012 | $758.7M | $33.8M | $724.8M | 1 | 200 |
| Feb 2012 | $758.7M | $33.8M | $724.8M | 1 | 200 |
| May 2011 | $730M | $34.8M | $695.2M | 5 | -- |
| May 2011 | $730M | $34.8M | $695.2M | 5 | -- |
| Mar 2011 | $730M | $34.8M | $695.2M | 5 | -- |
| Aug 2010 | $624.6M | $21.2M | $603.4M | 10 | -- |
| Feb 2009 | $619.7M | $13M | $606.7M | 10 | -- |
| Apr 2007 | $692.1M | $0 | $692.1M | 10 | -- |
| Mar 2007 | $692.1M | $0 | $692.1M | 10 | -- |
| Mar 2006 | $540.8M | $0 | $540.8M | 10 | -- |
| Mar 2006 | $540.8M | $0 | $540.8M | 10 | -- |
| Jun 2004 | $843.7M | $0 | $843.7M | 10 | -- |
| May 2002 | $197.4M | $0 | $197.4M | 5 | -- |
DateFeb 2025
Total AUM$349.8M
Discretionary$316.3M
Non-Disc.$33.6M
Employees7
Clients96
DateMar 2024
Total AUM$315.2M
Discretionary$287.2M
Non-Disc.$28M
Employees7
Clients116
DateMar 2023
Total AUM$279.8M
Discretionary$250.4M
Non-Disc.$29.4M
Employees6
Clients104
DateFeb 2022
Total AUM$329.1M
Discretionary$297.1M
Non-Disc.$31.9M
Employees8
Clients107
DateFeb 2021
Total AUM$271.1M
Discretionary$244.1M
Non-Disc.$27M
Employees7
Clients194
DateJun 2020
Total AUM$234.5M
Discretionary$213.1M
Non-Disc.$21.3M
Employees6
Clients78
DateMar 2020
Total AUM$234.5M
Discretionary$213.1M
Non-Disc.$21.3M
Employees6
Clients78
DateApr 2019
Total AUM$209.9M
Discretionary$193.7M
Non-Disc.$16.2M
Employees6
Clients76
DateMar 2019
Total AUM$209.9M
Discretionary$193.7M
Non-Disc.$16.2M
Employees6
Clients76
DateMar 2018
Total AUM$1.3B
Discretionary$203.7M
Non-Disc.$1.1B
Employees6
Clients237
DateMar 2017
Total AUM$1.2B
Discretionary$131M
Non-Disc.$1.1B
Employees6
Clients300
DateMar 2016
Total AUM$995.8M
Discretionary$71.7M
Non-Disc.$924.1M
Employees6
Clients200
DateMar 2015
Total AUM$1.1B
Discretionary$69.6M
Non-Disc.$1.1B
Employees5
Clients200
DateJun 2014
Total AUM$1B
Discretionary$65.3M
Non-Disc.$963.6M
Employees5
Clients200
DateJun 2014
Total AUM$1B
Discretionary$65.3M
Non-Disc.$963.6M
Employees5
Clients200
DateMar 2014
Total AUM$1B
Discretionary$65.3M
Non-Disc.$963.6M
Employees5
Clients200
DateFeb 2013
Total AUM$809M
Discretionary$44.8M
Non-Disc.$764.2M
Employees5
Clients200
DateJun 2012
Total AUM$758.7M
Discretionary$33.8M
Non-Disc.$724.8M
Employees1
Clients200
DateFeb 2012
Total AUM$758.7M
Discretionary$33.8M
Non-Disc.$724.8M
Employees1
Clients200
DateMay 2011
Total AUM$730M
Discretionary$34.8M
Non-Disc.$695.2M
Employees5
Clients--
DateMay 2011
Total AUM$730M
Discretionary$34.8M
Non-Disc.$695.2M
Employees5
Clients--
DateMar 2011
Total AUM$730M
Discretionary$34.8M
Non-Disc.$695.2M
Employees5
Clients--
DateAug 2010
Total AUM$624.6M
Discretionary$21.2M
Non-Disc.$603.4M
Employees10
Clients--
DateFeb 2009
Total AUM$619.7M
Discretionary$13M
Non-Disc.$606.7M
Employees10
Clients--
DateApr 2007
Total AUM$692.1M
Discretionary$0
Non-Disc.$692.1M
Employees10
Clients--
DateMar 2007
Total AUM$692.1M
Discretionary$0
Non-Disc.$692.1M
Employees10
Clients--
DateMar 2006
Total AUM$540.8M
Discretionary$0
Non-Disc.$540.8M
Employees10
Clients--
DateMar 2006
Total AUM$540.8M
Discretionary$0
Non-Disc.$540.8M
Employees10
Clients--
DateJun 2004
Total AUM$843.7M
Discretionary$0
Non-Disc.$843.7M
Employees10
Clients--
DateMay 2002
Total AUM$197.4M
Discretionary$0
Non-Disc.$197.4M
Employees5
Clients--