Roger Steed
KRS Capital Management · Bloomfield Hills, Michigan
Roger Steed is a fee-only financial advisor at KRS Capital Management in Bloomfield Hills, Michigan. KRS Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | KRS Capital Management |
|---|---|
| Based in | Bloomfield Hills, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $188.9M across 148 accounts |
| SEC registration | Investment adviser representative in MI, TX · CRD 1046542 |
| Exams passed | Series 63 (1982) · Series 65 (2010) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.krscapitalmanagement.com |
| Profile |
How Roger's firm compares
- KRS Capital Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 148 accounts).
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Questions about Roger
Is Roger Steed a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Roger holds no broker registration, and KRS Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Roger charge for financial advice?
Roger's firm, KRS Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Roger Steed based?
Roger Steed is based in Bloomfield Hills, Michigan.
Is Roger Steed registered with the SEC?
Yes. Roger Steed is registered as an investment adviser representative in MI and TX (CRD 1046542), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does KRS Capital Management manage?
KRS Capital Management reports $188.9M across 148 accounts in assets under management.
How do I contact Roger Steed?
Through Roger's website, www.krscapitalmanagement.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
- 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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