CRAFTED FINANCE, LLC

Overview

Crafted Finance, LLC is an independent, owner-operated registered investment adviser that acts as a capital allocator for both individual/family and select institutional clients. The firm emphasizes discretionary portfolio management and financial planning for individuals and small businesses, alongside pension consulting and the selection of other advisers when clients need specialist manager access. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Investment positioning is equity-forward. The firm shows a clear preference for exchange-traded equities and manages separate account equity allocations as a core part of client portfolios. Crafted Finance also sources third-party managers and funds where appropriate, indicating a blended approach of in-house portfolio construction and external manager selection. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices