KRAFT, DAVIS & ASSOCIATES, LLC
Legal name: ADK WEALTH ADVISORY GROUP
CRD #175085 SEC #801-99353 ST. LOUIS, MO (314) 878-1489
SEC Registered
Total AUM
$685.7M
Discretionary
$685.7M
Employees
14
Clients
101
Accounts
2,106
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $685.7M | $685.7M | $0 | 14 | 0 |
| Mar 2025 | $685.7M | $685.7M | $0 | 14 | 0 |
| Dec 2024 | $598.9M | $598.9M | $0 | 14 | 0 |
| Mar 2024 | $598.9M | $598.9M | $0 | 14 | 0 |
| Oct 2023 | $529M | $529M | $0 | 13 | 0 |
| Aug 2023 | $529M | $529M | $0 | 13 | 0 |
| Mar 2023 | $529M | $529M | $0 | 13 | 0 |
| Dec 2022 | $559.8M | $514.7M | $45.1M | 13 | 0 |
| Mar 2022 | $559.8M | $514.7M | $45.1M | 13 | 0 |
| Mar 2022 | $433.1M | $430.4M | $2.7M | 12 | 0 |
| Mar 2021 | $433.1M | $430.4M | $2.7M | 12 | 0 |
| Jun 2020 | $343.5M | $341.9M | $1.7M | 10 | 0 |
| Mar 2019 | $339.6M | $337.7M | $1.8M | 9 | 0 |
| Mar 2018 | $317.8M | $316M | $1.8M | 10 | 0 |
| Nov 2017 | $302.7M | $300.7M | $2M | 10 | 0 |
| Mar 2017 | $276.7M | $274.9M | $1.8M | 11 | 500 |
| Feb 2017 | $251.2M | $250M | $1.2M | 6 | 500 |
| Jan 2017 | $251.2M | $250M | $1.2M | 6 | 500 |
| Apr 2016 | $197.2M | $196M | $1.2M | 6 | 500 |
| Mar 2016 | $197.2M | $196M | $1.2M | 6 | 500 |
| Sep 2015 | $180M | $178.5M | $1.5M | 3 | 0 |
| Jul 2015 | $0 | $0 | $0 | 3 | 0 |
| Jul 2015 | $0 | $0 | $0 | 3 | 0 |
| Jun 2015 | $0 | $0 | $0 | 3 | 0 |
| May 2015 | $0 | $0 | $0 | 3 | 0 |
DateDec 2025
Total AUM$685.7M
Discretionary$685.7M
Non-Disc.$0
Employees14
Clients0
DateMar 2025
Total AUM$685.7M
Discretionary$685.7M
Non-Disc.$0
Employees14
Clients0
DateDec 2024
Total AUM$598.9M
Discretionary$598.9M
Non-Disc.$0
Employees14
Clients0
DateMar 2024
Total AUM$598.9M
Discretionary$598.9M
Non-Disc.$0
Employees14
Clients0
DateOct 2023
Total AUM$529M
Discretionary$529M
Non-Disc.$0
Employees13
Clients0
DateAug 2023
Total AUM$529M
Discretionary$529M
Non-Disc.$0
Employees13
Clients0
DateMar 2023
Total AUM$529M
Discretionary$529M
Non-Disc.$0
Employees13
Clients0
DateDec 2022
Total AUM$559.8M
Discretionary$514.7M
Non-Disc.$45.1M
Employees13
Clients0
DateMar 2022
Total AUM$559.8M
Discretionary$514.7M
Non-Disc.$45.1M
Employees13
Clients0
DateMar 2022
Total AUM$433.1M
Discretionary$430.4M
Non-Disc.$2.7M
Employees12
Clients0
DateMar 2021
Total AUM$433.1M
Discretionary$430.4M
Non-Disc.$2.7M
Employees12
Clients0
DateJun 2020
Total AUM$343.5M
Discretionary$341.9M
Non-Disc.$1.7M
Employees10
Clients0
DateMar 2019
Total AUM$339.6M
Discretionary$337.7M
Non-Disc.$1.8M
Employees9
Clients0
DateMar 2018
Total AUM$317.8M
Discretionary$316M
Non-Disc.$1.8M
Employees10
Clients0
DateNov 2017
Total AUM$302.7M
Discretionary$300.7M
Non-Disc.$2M
Employees10
Clients0
DateMar 2017
Total AUM$276.7M
Discretionary$274.9M
Non-Disc.$1.8M
Employees11
Clients500
DateFeb 2017
Total AUM$251.2M
Discretionary$250M
Non-Disc.$1.2M
Employees6
Clients500
DateJan 2017
Total AUM$251.2M
Discretionary$250M
Non-Disc.$1.2M
Employees6
Clients500
DateApr 2016
Total AUM$197.2M
Discretionary$196M
Non-Disc.$1.2M
Employees6
Clients500
DateMar 2016
Total AUM$197.2M
Discretionary$196M
Non-Disc.$1.2M
Employees6
Clients500
DateSep 2015
Total AUM$180M
Discretionary$178.5M
Non-Disc.$1.5M
Employees3
Clients0
DateJul 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0