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Kraft Capital

Kraft Capital. CRD 332355

Kraft Capital logo

CRD: 332355

Kraft Capital

$6.2M Total AUM
$6.2M Disc. AUM
-- 3Y CAGR
2 Employees
31 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Morgan Stanley
Clients
Retail
Platforms
Available
Established Date
08-28-2024
Office Locations
1

Office Locations

24 Frank Lloyd Wright DR, Lobby L-4000 ANN Arbor MI

About Kraft Capital

Kraft Capital is an Ann Arbor, MI RIA providing integrated financial planning, custom portfolio management, and year-round tax preparation and planning for individuals navigating major life events (retirement, inheritance, job changes, real estate, business sale, or college funding). Serves clients in-office and virtually across the U.S. Custody includes Charles Schwab (also Morgan Stanley) and the firm has been featured in Bankrate and MSN.

Team overview

-- AVG AGE
$3.1M AVG AUM / ADVISOR
$199.8K AVG AUM / CLIENT
1.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

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Investment Themes

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Investment Vehicles

Available

Services

Available

Technology

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Owner & Executives

Clint A Kraft

Clint A Kraft

Chief Compliance Officer, Financial Advisor, FOUNDER, General Partner

CRD
#7672148
Ownership
75% or more
Available
Available
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Contacts

C

Clint Arron Kraft Sr.

--

CRD
#8125389
Available
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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $6,193,720 --
Non-Discretionary $0 --
Total $6,193,720 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Cash:
Available
Public Funds:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Cash Available Available
Public Funds Available Available
Total Available Available

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