Whitcraft Capital Management
RIAState Registered
Total AUM
$4M
Discretionary
$4M
100% of AUM
Avg account
$500K
Accounts
8
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 138372
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Whitcraft Capital Management is an independent, individual-owned registered investment adviser that provides fee-based portfolio management primarily to individuals, families and small businesses. The firm charges a percentage-of-AUM advisory fee and describes its core activity as managing portfolios for individual and small business clients. It does not position itself as a capital allocator or pension consultant, is not focused on ESG investing, and appears to operate on a single-state scope rather than as a multi-state adviser.
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 Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations