# M. Kraus & Company
Source: https://planprovider.pro/provider/m-kraus-and-company

> Fee-only and focused on individually selected stocks and bonds, M. Kraus & Company has managed investment portfolios since 1996. Headquartered in Shelbur…

Retirement Plan Advisor

Shelburne, VT

## About M. Kraus & Company

<p>Fee-only and focused on individually selected stocks and bonds, M. Kraus &amp; Company has managed investment portfolios since 1996.</p>

<p>Headquartered in Shelburne in the Burlington–Lake Champlain area, the firm works with individuals, non-profit organizations, small businesses, and retirement plans throughout Vermont and the surrounding region. It is an independent investment advisor that does not use commissions.</p>

<p>For employer-sponsored retirement plans, M. Kraus &amp; Company can take on fiduciary roles as a 3(21) investment fiduciary and as a 3(38) investment manager. As a fiduciary, the firm provides investment management that matches each client’s financial circumstances and plan needs.</p>

<p>As of 2026, the firm reports $0.5B in assets under management. One point that sets the firm apart is its emphasis on building portfolios with individually selected equity and fixed income securities rather than defaulting to packaged, commission-based products.</p>

<ul>
<li>Founded in 1996</li>
<li>Fee-only, independent investment advisory firm</li>
<li>3(21) and 3(38) fiduciary services for retirement plans</li>
<li>Portfolio management using individually selected equities and fixed income securities</li>
<li>$0.5B AUM (2026)</li>
</ul>

Website: [https://mkrausco.com](https://mkrausco.com)

Founded: 1996

## Office Locations

- Shelburne, VT (Headquarters)

## Services Offered

- 3(21) Investment Advisor

- 3(38) Investment Manager

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $523.5M

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