Craft Asset Management Llc
- Regulatory AUM
- $121M
- Discretionary
- $119M
- Clients
- 224
- Avg AUM / client
- $539K
- Accounts
- 478
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 188 | $55.6M | 46.0% |
| High net worth individuals | 34 | $63.2M | 52.3% |
| Pension and profit sharing plans | 2 | $2.1M | 1.74% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Evan Andrew Chiarenzelli | Managing Member, Owner/Chief Compliance Officer | Aug 2017 (9y) | 75% or more | |
| Jeff Michael Doan | Authorized Member | CFP | Apr 2018 (8y) | Less than 5% |
| William Edward Hennum | Registered representative | May 2021 (5y) | ||
| Michael Manna | Registered representative | Jun 2023 (3y) | ||
| Nishann C La Nata | Registered representative | May 2024 (2y) | ||
| William P Hallmann | Registered representative | Jan 2025 (2y) | ||
| Nicholas Bruno | Registered representative | Feb 2026 (0y) | ||
| Steven Eddy | Registered representative | Jun 2026 (0y) |
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)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/01/2026 | 1.07 MB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $121M (100% of AUM) May 2026
- National Financial Services (Fidelity) $92.0M (100% of AUM) Mar 2025
- Fidelity Brokerage Services $92.0M (100% of AUM) Jan 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 01, 2026.
View current Form ADV (SEC/IAPD) ↗