Crafted Finance, LLC
Firm details
- Headquarters
- ,
- CRD number
- 283318
- Registered since
- September 17, 2026
- Website
- www.craftedfinance.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI67.73%
- Individuals24.77%
- Pension & Profit Sharing Plans7.51%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Crafted Finance, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm reports SEC registration in 2026 and describes itself as a capital allocator serving both individual/family and institutional clients. Its advisory capabilities center on financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities81%
- Public Funds/Mutual Funds12%
- Cash & Cash Equivalents6%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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