Craftwork Capital LLC
Firm details
- Headquarters
- Alexandria, Virginia
- CRD number
- 311626
- Website
- craftworkcapitalllc.com
- Custodians
- CHARLES SCHWAB & CO., INC., APEX FINTECH BROKERAGE SERVICES
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI60.55%
- Individuals38.47%
- Corporations / Businesses0.51%
- Charitable Organizations0.47%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Craftwork Capital LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional clients, and describes itself as a capital allocator that uses outside managers. Its advisory services include comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and the selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not report an active ESG investing program.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds63%
- Exchange Traded Equities32%
- Cash & Cash Equivalents3%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 4
Daniel Messeca
FounderCRD 5848730
Ross Anderson
Founder & PrincipalCRD 5483452
Cristina Munteanu
Director of Client ExperienceCRD 7816785
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Alexandria, VA
Alexandria City
Location
Alexandria, VA
Headquartered in Alexandria, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Alexandria City
- Address
- 201 N Union St
- Time zone
- ET (UTC-5)
- Office locations
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