Fincrafters Advisory LLC

Overview

Fincrafters Advisory LLC is a small, independent registered investment adviser operating as an LLC and organized around individual and family clients. The firm combines financial planning and discretionary portfolio management for individuals and small businesses with insurance brokerage. Its advisory services, per the firm filing, include financial planning, portfolio management, pension consulting services and the selection of other advisers, which signals a hybrid role: managing core portfolios while sourcing specialist managers for specific mandates. Investment activity is concentrated in publicly traded investment vehicles—primarily mutual funds—and the firm acts as a capital allocator when it places client capital with third-party managers for alternative exposure. The firm charges a mix of percentage-of-AUM fees and hourly charges. Fincrafters does not position itself as an active ESG investor and is not presented as a multi-state adviser in the filing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices