KRAFT CAPITAL

Overview

Kraft Capital is a small, independent registered investment adviser operating as an LLC and focused on serving individuals and families. The firm combines financial planning and portfolio management for individuals and small businesses with occasional pension consulting and educational workshops. Fee arrangements are flexible — they use a percentage-of-AUM model as well as hourly and fixed-fee engagements — which suits both ongoing wealth management relationships and project-based planning work. From an investment standpoint Kraft Capital shows a clear preference for publicly traded equities, using exchange-traded stocks and ETFs as the backbone of client portfolios. The adviser also supplements equity exposure with mutual funds and allocates to alternative buckets — specifically real estate and commodities — through third-party managers or liquid vehicles. Kraft Capital is not positioned as a capital allocator; it typically relies on external managers and liquid market instruments to implement strategy rather than operating a proprietary fund platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices