Ryan Kruger, CFA, financial advisor Mclean VA

Ryan Kruger, CFA

CRD Number: 5425820
Current Firm: Capital One Investing, Inc.
Compensation Model: Fee Only

Ryan Kruger is the Head of Advisor Services for Wealthminder and has over 9 years of experience in the finance industry.

Ryan is also a Partner and Portfolio Manager for KHP Capital, an independent RIA practice.  Since 2007, he has worked with the team to standardize the investment and client service processes, to create the investment models that form the core of the firm's investment offering. 

Prior to this, Ryan spent several years as a business consultant with Ernst & Young and with two boutique firms, working with some of the most recognizable organizations in the US.  His areas of focus included project management, analytics and key performance measures, business intelligence systems, and communications strategy.

Ryan also worked for three years with Cvent Inc., a Washington, DC-based technology company, in Strategy, Marketing, and Finance roles.  While at Cvent, he worked closely with the CEO and CFO to create the firm’s business plan and to communicate with venture capital firms and private investors, raising over $18 million in initial funding.  Ryan also conducted research to define the company’s target customer profile, to determine the service pricing, and to benchmark Cvent’s offering against competitors. 

Ryan is a graduate of the business program at Carnegie Mellon University in Pittsburgh, PA, where his peers voted him the most outstanding student leader in his class.  He also received his master’s degree from London Business School in the United Kingdom, where he was one of fifteen students recognized for exceptional service and leadership.

Ryan holds Series 7 and Series 66 registrations and is a CFA charterholder.

CONTACT
Advisory Practice Details
Services Offered:
  • Asset allocation (advice only, not execution)
  • Indexing / passive investing
  • Investment management
  • Concentrated / highly appreciated positions
  • Stock options / restricted stock
  • Budgeting
Customer Specialties:
  • Business executives
  • Entrepreneurs
  • Finance professionals
  • Small business owners
  • Gen X
  • Millennials
Investment Strategy:

KHP created its investment approach based on the philosophy that straightforward, systematic investment management using lower-cost, liquid instruments will provide clients with a lower-stress and more-favorable investment experience over time. The team has based its approach on well published academic financial research, such as Modern Portfolio Theory, Time-Series Momentum, Active-vs-Passive Performance Comparison, and research in the area of behavioral finance. The approach includes two primary components: strategic asset allocation and tactical shifts based on the market environment.

The strategic component relies on three fundamental concepts:

  1. Asset allocation is important
  2. The best long-term relative investment returns will come from the strongest economies
  3. Active investment managers will underperform their benchmarks over time

 The tactical component of the strategy relies on four concepts:

  1. Market returns do not follow a normal distribution
  2. Investors tend to have greater interest in mitigating losses in bad markets than they do in maximizing gains in good markets
  3. Market returns move with momentum
  4. Liquidity and cost are important considerations

 

Pricing Model:

KHP Capital charges fees as a % of assets under management, hourly consulting fees, or retainer fees based on the type of work. We disclose all fees and receive no commissions, soft dollars, or other concessions from any investment product providers.

Professional Designations
Company Name Location Dates Years
United Income Washington, DC Nov 2018 - Current 3
Khp Capital, LLC Dallas, TX Jul 2015 - Nov 2018 3
Wealthminder Dallas, TX Jul 2015 - Nov 2016 1
First Allied Advisory Services, Inc. Chesterfield, MO Nov 2013 - Mar 2016 2
First Allied Securities, Inc. Tulsa, OK May 2010 - Mar 2016 5
Degree School Major Graduation Date
Master of Science London Business School Finance -
Bachelor of Science Carnegie Mellon University Business Administration -
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2008
Insights by Ryan W. Kruger, CFA
Contact Info for Ryan W. Kruger, CFA
Phone Number: (202) 539-1039
Advisor Website: http://www.khpcapital.com
Registered State(s):
  • LA
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    889
    MILLIONS
  • Total Number of Accounts
    1,154
    ACCOUNTS
  • Average Account Value
    $770,711
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, VT, WA, WI

Firm Disclaimer:

KHP Capital, LLC is a SEC-Registered Investment Advisor

http://www.khpcapital.com

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