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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-30-2018
- Office Locations
- 1
Office Locations
About Investcraft Advisors LLC
InvestCraft Advisors is a California-registered RIA serving individuals and families with portfolio management, financial planning, and retirement plan allocations. The firm emphasizes risk management, lower-volatility investing, and purposeful stock selection, and maintains primarily ETF-based portfolios. Fiduciary with no commissions or data sales; custody includes Charles Schwab. CRD 293618.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 16 clients, or 16 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on September 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Services
- Technology
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The full Investcraft Advisors LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ANAND SETHURAMAN
Managing Member, Senior Director
- CRD
- #6918252
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,500,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Investcraft Advisors LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.