Klaas Financial Asset Advisors, LLC.
● SEC registered since 2014CRD 121399SEC# 801-79516Loves Park, IL
Reg. AUM
$758.1M
Employees
15
Accounts
2,687
Location
Loves Park, IL
Klaas Financial Asset Advisors, LLC. assets under management
Klaas Financial Asset Advisors, LLC. is a registered investment adviser overseen by the SEC based in Loves Park, IL. The firm has been registered since 2014. It reports $758.1 million in regulatory assets under management and employs 15 people.
Klaas Financial Asset Advisors, LLC. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Craig Jared Klaas Control | Ceo, President, Member | 25-50% | 2014 |
| Eric James Schwartz | Member | 5-10% | 2024 |
| Joshua Eric Stirling | Chief Investment Officer, Member | 5-10% | 2024 |
| Kyle A Kite Control | Cfo, Member | 10-25% | 2018 |
| Nathan Andrew Breiby | Member | 5-10% | 2025 |
| Rita Bardell Rhodes | Chief Compliance Officer | Under 5% | 2017 |
| Stephanie Renee Mowers Control | Chief Operating Officer | Under 5% | 2017 |
Frequently asked questions
How much does Klaas Financial Asset Advisors, LLC. manage?
Klaas Financial Asset Advisors, LLC. reports $758.1 million in regulatory assets under management on its Form ADV.
How many employees does Klaas Financial Asset Advisors, LLC. have?
Klaas Financial Asset Advisors, LLC. reports 15 employees.
Where is Klaas Financial Asset Advisors, LLC. located?
Klaas Financial Asset Advisors, LLC. is based in Loves Park, IL and has been SEC-registered since 2014.
Does Klaas Financial Asset Advisors, LLC. disclose fund performance?
Klaas Financial Asset Advisors, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4707 Perry Ridge Lane, Loves Park, IL 61111 |
| Phone | 815-877-8440 |
| Fax | 815-877-6807 |
| Office hours | M-Th 8a.m.-5p.m., F 8a.m.-3p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$758.1M▲ 33%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,306 advisers
EmployeesTop 30%
More than 70% of 16,824 advisers
Assets under management
$758.1Mregulatory AUM
Discretionary $758.1M