At Kauzer Capital

We understand that in the complex world of finance, it’s easy to get caught up in the numbers and lose sight of the bigger picture: What are you truly working toward, and how can a well-crafted financial plan help you get there?


As fiduciaries, we are committed to putting your best interests first—always. We specialize in serving high-net-worth individuals and families, providing thoughtful, detailed planning designed to support the life you want to lead. Our approach centers on the belief that your "why" is just as important as the "how."

Meet Your Advisor

Travis Reid Kauzer

Founder & CIO

Travis Kauzer is the Founder & CIO of Kauzer Capital Management, LLC, a private investment advisory firm based in Walnut Creek, California. Kauzer Capital is a fiduciary for HNW clients in the San Francisco Bay Area providing estate planning, portfolio management, and risk management services. Kauzer Capital currently advises on a notional book value of roughly $150 million.

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Your Wealth Deserves More Than A One-Size-Fits-All Plan

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