CRAFT ASSET MANAGEMENT
Latest filing: Aug 29, 2024 (62 days ago)
AUM
$83,500,000
change vs. 1 year ago
change vs. 3 years ago
change vs. 5 years ago
change vs. 10 years ago
Employee Count
7
change vs. 1 year ago
change vs. 3 years ago
change vs. 5 years ago
change vs. 10 years ago
Main Office
TAMPA, AZ
615 CHANNELSIDE DRIVE, TAMPA, AZ, UNITED STATES, 33602
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.1 |
| Non-Discretionary | $0.0 |
| Total | $0.1 |
| Client | AUM |
|---|---|
| Retail | $0.1 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 326 | $0.1 |
| Average Individual AUM | $167,132 | |
| HNW | 17 | $0.0 |
| Average HNW AUM | $1,706,765 | |
| Retail Total | 343 | $0.1 |
| Average Retail AUM | $243,440 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.1 |
| Retail SMA AUM | $0.1 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
| No control persons found |
ADVDB.CO • SOURCE: SEC
Representatives
6 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| WILLIAM HEDGPETH | TAMPA | FL | S66|2021-08-06 | ||||||
| JEFF DOAN | TAMPA | FL | S63|2011-05-09|S65|2011-07-08 | CERTIFIED FINANCIAL PLANNER | |||||
| MICHAEL MANNA | TAMPA | FL | S66|2021-06-24 | ||||||
| WILLIAM HENNUM | TAMPA | FL | S63|2013-07-29|S65|2021-05-18 | ||||||
| WILLIAM HALLMANN | TAMPA | FL | S66|2008-02-29 | ||||||
| EVAN CHIARENZELLI | TAMPA | FL | S63|2011-06-20|S65|2011-07-01 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| AZ-10/03/2024, CA-10/03/2024, CO-10/03/2024, CT-10/03/2024, FL-10/03/2024, GA-10/03/2024, KY-10/03/2024, MD-10/03/2024, MI-10/03/2024, TX-10/03/2024, VA-10/03/2024, WV-10/03/2024 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT |
| OTHER ACTIVITIES |
|
INSURANCE AGENT |
ADVDB.CO • SOURCE: SEC FORM ADV