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ADK WEALTH ADVISORY GROUP
Legal name: KRAFT, DAVIS & ASSOCIATES, LLC
CRD 175085File 801-99353
APPROVED
Retail clients
Filing as of Aug 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$768.5M
Above cohort median (national)
Discretionary AUM
$768.5M
Clients
1,208
2,166 accounts
Employees
13
Above cohort median in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 9, 2015
- Principal office
- 12935 NORTH OUTER FORTY ROAD, SUITE 101, ST. LOUIS, MO, 63141
- Phone
- (314) 878-1489
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $768.5M
- Discretionary AUM
- $768.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,166
- Non-discretionary accounts
- 0
- Total accounts
- 2,166
- AUM per client
- $636K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $7.3M |
| Charitable organizations | 6 | $1.4M |
| High net worth individuals | 540 | $618.5M |
| Individuals (other than high net worth individuals) | 655 | $141.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.