Nolan Karras
The Karras Company · Roy, Utah
Nolan Karras is a fee-only financial advisor at The Karras Company in Roy, Utah. Nolan focuses on small business owners and founders (pre-exit). The Karras Company reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Retirees
Facts
| Firm | The Karras Company |
|---|---|
| Based in | Roy, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $372.9M across 781 accounts |
| SEC registration | Investment adviser representative in UT · CRD 1195441 |
| Exams passed | Series 63 (1983) · Series 65 (2006) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | thekarrascompany.com |
How Nolan's firm compares
- The Karras Company's average account is about $477,000, from its Form ADV (assets managed divided by 781 accounts).
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Questions about Nolan
Is Nolan Karras a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nolan holds no broker registration, and The Karras Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nolan charge for financial advice?
Nolan's firm, The Karras Company, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nolan Karras based?
Nolan Karras is based in Roy, Utah.
What does Nolan specialize in?
Nolan's specialties include small business owners and founders (pre-exit). Nolan works with founders, executives and retirees.
Is Nolan Karras registered with the SEC?
Yes. Nolan Karras is registered as an investment adviser representative in UT (CRD 1195441), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does The Karras Company manage?
The Karras Company reports $372.9M across 781 accounts in assets under management.
How do I contact Nolan Karras?
Through Nolan's website, thekarrascompany.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- The Karras Company website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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