KS
Krouse Stureman & Associates, Inc.
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 130679
· SEC file 801-71389
· Fort Wayne, IN
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ADV data as of Mar 03, 2026
- Regulatory AUM
- $56.4M
- Discretionary
- $56.4M
- Clients
- 78
- Avg AUM / client
- $724K
- Accounts
- 133
- Employees
- 1
AUM over time
$35.2M
$56.4M
Mar 30, 2012
Mar 3, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 78 | $56.4M | 100.0% |
| High net worth individuals | Fewer than 5 clients | $0 | — |
| Banking or thrift institutions | Fewer than 5 clients | — | — |
| Pension and profit sharing plans | Fewer than 5 clients | — | — |
| Charitable organizations | Fewer than 5 clients | — | — |
| State or municipal government entities | Fewer than 5 clients | — | — |
| Other investment advisers | Fewer than 5 clients | — | — |
| Insurance companies | Fewer than 5 clients | — | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | — | — |
| Corporations and other businesses | Fewer than 5 clients | — | — |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Antony P. Stureman | President, Chief Compliance Officer | CFP | Jan 2004 (23y) | 25% – 50% |
| Giant, John, R | Vice President | Jan 2004 (23y) | 25% – 50% | |
| Krouse, Richard, Walker | Vice President | Jan 2004 (23y) | 25% – 50% | |
| Stringer, Stephen, J. | Secretary, Treasurer | Jan 2004 (23y) | 25% – 50% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/03/2026 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 03, 2026.
View current Form ADV (SEC/IAPD) ↗