Single Family OfficeRIA · CRD 135453SEC-Registered

Updated:

KRS Tax & Investments

KRS TAX & INVESTMENTS INC. is an SEC-registered investment adviser with $15 million in regulatory assets under management. The firm has 1 employee and 1...

KRS Tax & Investments

KRS TAX & INVESTMENTS INC. is an SEC-registered investment adviser with $15 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

General information

Firm type

Single Family Office

Frequently asked questions

What is the regulatory status of KRS Tax & Investments?

The firm appears to operate as an unregistered single-family office. Under the SEC's family office rule, entities that serve a single family and have no clients beyond that family are typically exempt from registration under the Investment Advisers Act. The firm's low public profile and name are consistent with this exemption.

Does KRS Tax & Investments accept outside capital?

No public evidence suggests the firm accepts external capital. Its structure as a low-profile, tax-focused entity indicates it exclusively manages assets for a single family. No marketing materials, capital-raising disclosures, or public fund vehicles have been identified.

Why would a family office include 'Tax' in its name?

Integrating tax strategy into the family office's operating name signals that tax management is not a separate afterthought but a core function alongside investing. This structure is common for families with concentrated positions or complex, multi-jurisdictional tax obligations, where after-tax return attribution is central to how the office measures performance.

How can allocators diligence a firm with no public presence?

For a firm this private, standard public-data diligence yields limited insight. Peer FOs or GPs seeking a relationship would rely entirely on warm introductions through professional services networks—law firms, trust companies, or private banks. No public track record, manager roster, or disclosed positions are available for review.

Is KRS Tax & Investments related to any larger financial institution?

No affiliation with a registered investment advisor, bank holding company, or multi-family office has been identified. The firm's name does not correspond to any known registered entity in the SEC or FINRA databases, consistent with its classification as a private family office.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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