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ADK WEALTH ADVISORY GROUP
KRAFT, DAVIS & ASSOCIATES, LLC
CRD 175085 · SEC 801-99353
12935 NORTH OUTER FORTY ROAD, SUITE 101, ST. LOUIS, MO, 63141, United States
Phone
(314) 878-1489
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$768.5M
Discretionary AUM
$768.5M
Team
13 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 655 | $141.3M |
| High net worth individuals | 540 | $618.5M |
| Charitable organizations | 6 | $1.4M |
| Corporations/business entities | 7 | $7.3M |
States served
VT, AZ, AR, CA, IL, IN, IA, KS, MI, MN, NE, NM, NC, OH, OR, PA, TN, WI, MO, WA, TX, NH, FL
All web addresses on file
- HTTPS://LINKEDIN.COM/IN/CORY-KRAFT-115B6952/
- https://twitter.com/endeavorwealth?lang=en
- https://www.endeavorwealthmgt.com/
- https://www.facebook.com/endeavorwealthmanagement
- HTTPS://WWW.FINANCIALPLANNINGWORLD.COM
- HTTP://DISCOVERINDEPENDENCE.COM
- https://www.linkedin.com/in/bretsinak
- HTTPS://WWW.FACEBOOK.COM/ADK-WEALTH-ADVISORY-GROUP
- HTTPS://WWW.LINKEDIN.COM/IN/DAN-DAVIS-7501BA39/
Official SEC filing: View on IAPD