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Charles Beaubien Krusen

Investment adviser representative at Krusen Capital Management, LLC
40 yearsExperience
3 statesRegistered in
$255.7MFirm assets
17 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

40 years in the industry.

  1. Krusen Capital Management, LLCJan 2009 to now
  2. Krusen Family OfficeJan 1986 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992
  • Series 65 · Uniform Investment Adviser Law2011

State registrations

Registered as an investment adviser representative in 3 states (FL, NY, TX).

Krusen Capital Management, LLC

$255.7MAssets managed
140Clients
2Advisers
17 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2272656
Firm CRD
150754
Advisor's SEC record (opens in a new tab)
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