Craig Family Office

RIASEC Registered
Total AUM
$22M
Discretionary
$22M
100% of AUM
Avg account
$2.4M
Accounts
9
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
323358
Custodians
ALTRUIST
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI95.45%
  • Individuals4.55%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Craig Family Office operates as a single-family office-style advisory LLC focused on financial planning and portfolio management for individuals and small businesses. The firm reports an equity-forward orientation, identifying exchange-traded equities as its primary asset focus, and describes itself as an active ESG investor, which suggests environmental, social and governance factors are integrated into security selection or manager due diligence. Fee arrangements combine a percentage of assets under management with hourly advisory charges. The firm’s structure and name indicate a family-office approach to wealth oversight, emphasizing personalized investment oversight rather than a mass-market advisory model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Non-Exchange Traded Equities 40%, State & Local Bonds 5%, Cash & Cash Equivalents 5%50%
  • Exchange Traded Equities50%
  • Non-Exchange Traded Equities40%
  • State & Local Bonds5%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • Paul Craig

    Founder and Chief Compliance Officer (CCO)CRD 7633242

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth