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Kristina Craig, portrait

Kristina Craig

CFO at Sendero Wealth Management

Firm officerUpdated

Kristina Craig has been CFO of Sendero Wealth Management, LLC, a San Antonio, TX investment adviser managing $6.51B, since March 2022.

4
Years in role
$6.51B
Firm AUM
369
Firm clients
19
Firm advisers

From Form ADV filed 26 March 2026Form ADV

Career

Kristina Craig is a control person of Sendero Wealth Management and directly owns under 5% of it.

Sendero Wealth Management is an investment adviser based in San Antonio, TX, registered with the SEC since 2007. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations, and corporations and other businesses. Its regulatory assets under management total $6.51 billion, as filed on 26 March 2026. Its fees, ownership and offices are on the firm’s profile.

Kristina Craig is Partner, Chief Financial Officer and Vice President Estate & Tax of Sendero Wealth Management, LLC. She joined Sendero in the spring of 2022 as Chief Financial Officer | Chief Operating Officer, after a decade working with another local wealth management firm. She was promoted to Vice President Estate & Tax in 2024, and as Chief Financial Officer oversees all financial aspects of the firm and leads the accounting team.

Credentials

Professional designations

Listed by Sendero Wealth Management

  • CPA
  • CGMA®

Key facts

CRD
6768439
Firm
Sendero Wealth Management · CRD 145594
Role
CFO
In role since
March 2022 · 4 years
Control person
Yes
Direct ownership
Under 5%
Firm headquarters
San Antonio, TX
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record
Firm bio
sendero.com

Common questions

Where does Kristina Craig work?

Kristina Craig has been CFO of Sendero Wealth Management, LLC since March 2022, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 26 March 2026

How can I verify Kristina Craig’s record?

Kristina Craig’s role is listed on Sendero Wealth Management, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 145594.

Source: Form ADV, Schedule A, filed 26 March 2026

Leadership at Sendero Wealth Management

Sources

  1. IAPD individual lookup, CRD 6768439, checked 21 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Sendero Wealth Management, LLC, filed 26 March 2026. Title, control and ownership bands.
  3. Sendero Wealth Management team page. Biography, education, credentials, awards and the portrait, reproduced for identification.