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They include 389 individual clients, 136 high-net-worth individuals, and 12 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 14 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Kerux offer?","answer":"Kerux provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, education planning, estate planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Kerux charge?","answer":"Kerux charges up to 2.05% a year for its Investment management and financial planning. The fee is billed in advance and is negotiable.","source":"PART 2A BROCHURE, filed 14 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Kerux use?","answer":"Kerux’s separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $419M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Kerux have?","answer":"Kerux has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Kerux invest in?","answer":"At the end of its last fiscal year, Kerux’s separately managed accounts held 62% exchange-traded equities, 34% registered funds (mutual funds, ETFs, BDCs), 2% other, 1% non-exchange-traded equities and 1% cash and equivalents. The 2% other category is described as: Annuities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Kerux?","answer":"Kerux’s direct owner is David Laut (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 14 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Kerux get paid?","answer":"Kerux is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Kerux registered with the SEC?","answer":"Yes, Kerux has been registered with the SEC as an investment adviser since 6 September 2023. 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