Investment adviser · CRD 175085
ADK WEALTH ADVISORY GROUP
Investment adviser filing (IA)
KRAFT, DAVIS & ASSOCIATES, LLC
ST. LOUIS, MO, United States · Form ADV filed Aug 16, 2026
- Regulatory AUM
- $768M Form ADV · Item 5.F
- Client accounts
- 2,166 Accounts, not individual clients
- Employees
- 13 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 540 | $618,525,156 | 80.5% |
| Individuals | 655 | $141,250,244 | 18.4% |
| Corporations & businesses | 7 | $7,278,780 | 0.9% |
| Charities | 6 | $1,433,618 | 0.2% |
Filing source
Form ADV 2126222 · Aug 16, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 16, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
12935 NORTH OUTER FORTY ROAD, SUITE 101ST. LOUIS, MO, 63141, United States
CRD 175085
Filing source
Form ADV 2126222 · Aug 16, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.