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THE KARRAS COMPANY, INC.

ROY, UT · CRD 109578 · IAPD ↗ · thekarrascompany.com · 801-825-3000

$372.9MRegulatory AUM
4Advisory reps
7Employees
107Clients
251-500Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — THE KARRAS COMPANY, INC. notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
March 2026 — THE KARRAS COMPANY, INC. changed its website from raymondjames.com to thekarrascompany.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
63
March 2026 — THE KARRAS COMPANY, INC. began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
61
March 2025 — THE KARRAS COMPANY, INC. reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.