Investcraft Advisors LLC
RIAState Registered
Total AUM
$19.5M
Discretionary
$19.5M
100% of AUM
Avg account
$650K
Accounts
30
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 293618
- Website
- investcraft.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Investcraft Advisors LLC is an independent, California-registered advisory firm organized as an LLC and owned by an individual. The firm focuses on portfolio management for individuals, families and small businesses and charges clients a fee based on assets under management. Investcraft does not identify as an ESG investor, does not operate as a multi-state adviser, and is not a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
The Broughton Investment Group, Inc.
RIAHouston, TX
AUM $19.5MTEAM 6REPS 2
Todt Investment Management LLC
RIAAUM $19.5MTEAM 1REPS 1
Slaton Capital Advisors
RIABartonville, TX
AUM $19.5MTEAM 1REPS 1
Forth Capital (USA), LLC
RIAHouston, TX
AUM $19.5MTEAM 4REPS 4
Haldorson & Pincombe Investment Advisors Inc.
RIADuluth, MN
AUM $19.5MTEAM 3REPS 1
GWD Capital Management, LLC
RIAAUM $19.5MTEAM 1REPS 2