Kraft, Davis & Associates, Llc
- Regulatory AUM
- $768M
- Discretionary
- $768M
- Clients
- 1,208
- Avg AUM / client
- $636K
- Accounts
- 2,166
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of May 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 655 | $141M | 18.4% |
| High net worth individuals | 540 | $619M | 80.5% |
| Charitable organizations | 6 | $1.4M | 0.19% |
| Corporations and other businesses | 7 | $7.3M | 0.95% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cory Christopher Kraft | Chief Executive Officer, Co Founder, Managing Member | CFP | Feb 2015 (12y) | 50% – 75% |
| Daniel Carl Davis | President, Co Founder, Chief Compliance Officer, Managing Member | Feb 2015 (12y) | 50% – 75% | |
| Donald Dean Vaught | Registered representative | Jun 2015 (11y) | ||
| Samuel Paul Miller | Registered representative | Feb 2016 (10y) | ||
| John Bret Sinak | Registered representative | Mar 2022 (4y) |
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)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/21/2026 | 1020 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- LPL Financial $768M (100% of AUM) May 2026
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: May 21, 2026.
View current Form ADV (SEC/IAPD) ↗