AUMdb

Kraematon Investment Advisors, Inc.

SEC-registered Wealth Manager · Small ($100M–$1B) CRD 126869 · SEC file 801-65115 · Braintree, MA · www.kraematon.com
☆ Save with Pro ADV data as of Feb 12, 2026
Regulatory AUM
$202M
Discretionary
$202M
Clients
173
Avg AUM / client
$1.2M
Accounts
476
Employees
2

AUM over time

$93.9M $202M
Mar 7, 2012 Feb 12, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Feb 12, 2026

Investments (13F portfolio — 99 positions, $122,849,866)

13F period Mar 31, 2026
#IssuerClassValueShares% of 13F% of AUM
1 Rtx Corporation COM $7,583,847 39,315 6.17% 3.76%
2 World Gold Tr SPDR GLD MINIS $5,500,317 59,341 4.48% 2.73%
3 Nvidia Corporation COM $5,403,320 30,982 4.4% 2.68%
4 Apple Inc COM $4,289,938 16,903 3.49% 2.13%
5 Vaneck Fds EMERGING MARKETS $3,927,307 78,376 3.2% 1.95%
6 First Tr Exchange Traded Fd SHS $3,485,842 74,120 2.84% 1.73%
7 Ishares Tr FALN ANGLS USD $3,415,796 127,837 2.78% 1.7%
8 Invesco Exch Traded Fd Tr Ii S&P INTL MOMNT $3,342,505 60,950 2.72% 1.66%
9 Berkshire Hathaway Inc Del CL B NEW $3,265,748 6,815 2.66% 1.62%
10 Idexx Labs Inc COM $2,929,419 5,214 2.38% 1.45%
11 Casella Waste Sys Inc CL A $2,867,506 36,142 2.33% 1.42%
12 Sun Life Financial Inc. COM $2,688,573 42,976 2.19% 1.33%
13 Pembina Pipeline Corp COM $2,642,421 59,035 2.15% 1.31%
14 Amphenol Corp CL A $2,570,617 20,345 2.09% 1.28%
15 Vaneck Etf Trust GOLD MINERS ETF $2,487,440 27,105 2.02% 1.23%
16 Alps Etf Tr ALERIAN ENERGY $2,366,701 61,939 1.93% 1.17%
17 First Tr Exchange Traded Fd NASDQ CLN EDGE $2,319,609 14,180 1.89% 1.15%
18 Chord Energy Corporation COM NEW $2,232,549 15,702 1.82% 1.11%
19 Amazon Com Inc COM $2,151,057 10,328 1.75% 1.07%
20 First Tr Exchng Traded Fd Vi FT VEST US EQT E $2,053,164 56,835 1.67% 1.02%
21 Global X Fds US INFR DEV ETF $2,029,030 39,934 1.65% 1.01%
22 First Tr Exchng Traded Fd Vi FT VEST U.S $2,001,855 47,795 1.63% 0.99%
23 First Tr Exchng Traded Fd Vi FT VEST U.S EQT $1,891,094 49,622 1.54% 0.94%
24 Columbia Etf Tr Ii INDIA CONSMR ETF $1,695,232 30,839 1.38% 0.84%
25 Aflac Inc COM $1,694,716 15,447 1.38% 0.84%

Top 25 of 99 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 90 $24.2M 12.0%
High net worth individuals 83 $176M 87.2%
Other Fewer than 5 clients $1.6M 0.79%

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Gregory Todd Clinton President, Cco CFA Apr 2002 (24y) 75% or more

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 02/12/2026 903 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • • Percentage of assets under management

Services

  • • Financial planning services
  • • Portfolio management for individuals/small businesses

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 12, 2026.

View current Form ADV (SEC/IAPD) ↗