Craft Asset Management provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 26–50 clients last fiscal year.
Craft Asset Management reports 224 clients. They include 188 individual clients, 34 high-net-worth individuals, and 2 pension and profit-sharing plans. Of its assets, 98.3% ($119M across 473 accounts) are managed with discretion; $2.05M across 5 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 84% | 46% |
| High-net-worth individuals | 15% | 52% |
| Pension and profit-sharing plans | <1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 188 | $55.6M | 46.0% | $296K |
| High-net-worth individuals | 34 | $63.2M | 52.3% | $1.86M |
| Pension and profit-sharing plans | Fewer than 5 | $2.1M | 1.7% | $1.05M |
| Total | 224 | $121M | 100% | — |
- Clients
- 188
- Regulatory AUM
- $55.6M
- AUM share
- 46.0%
- Avg. per client
- $296K
- Clients
- 34
- Regulatory AUM
- $63.2M
- AUM share
- 52.3%
- Avg. per client
- $1.86M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.1M
- AUM share
- 1.7%
- Avg. per client
- $1.05M
Total
- Clients
- 224
- Regulatory AUM
- $121M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Craft Asset Management is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Fixed fee for financial planning, generally a $500 minimum and no more than $2,500, negotiable; 50% is payable in advance.
Evan Chiarenzelli owns 75% or more of Craft Asset Management. The leadership team of Craft Asset Management includes Chief Compliance Officer Evan Chiarenzelli. It has 8 employees.
Staff
- 8 employees
- 8 in advisory functions
- 8 state-registered reps
- 6 insurance agents
- Owns 75% or more of Craft Asset Management LLC
Evan Chiarenzelli
Control person · since August 2017
Craft Asset Management’s regulatory assets grew from $92M (July 2025) to $121M (September 2026); clients fell from 248 to 224 and employees were 8 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $121M | 224 | 8 | 6 |
| Jul 2025July 2025 | $92M | 248 | 8 | 6 |
Besides its headquarters, Craft Asset Management has 5 offices (2 private residences, listed without an address), with 4 listed addresses across 4 states.
Connecticut · 1 listed address
- 92 Fieldstone Terrace, Naugatuck
Florida · 1 listed address
- 1902 West Kennedy Boulevard, Unit 4, TampaHQ
Tennessee · 1 listed address
- 145 Bear Crossing Ste 100, MT Juliet
Virginia · 1 listed address
- 11710 Plaza America Drive, Reston
Other business names
Craft Asset Management has reported 1 other business name to the SEC.
- Craft Wealth Services
Contact and registration details
- Legal name
- Craft Asset Management LLC
- Headquarters
- 1902 West Kennedy Boulevard, Unit 4, Tampa, FL 33606
- Website
- craftwealthservices.com
- Phone
- 813-337-7747
- @craft-asset-management
- SEC file
- 801-131218
- Structure
- Florida LLC
- Fiscal year end
- December
Craft Asset Management’s named custodian for separately managed accounts is Charles Schwab ($121M). Craft Asset Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Smithfield, RI · $121M100%
At year end, Craft Asset Management’s separately managed accounts were mostly in stocks (67%) and cash (30%).
What the accounts hold
- Stocks67%
- Exchange-traded equities34%
- Non-exchange-traded equities33%
- Cash30%
- Other3%
- Us govt agency bonds, non exchange-traded equity securities2%
- Derivatives1%
How many clients does Craft Asset Management have?
Craft Asset Management has 224 clients and manages $121 million for them, as of September 2026. They include 188 individual clients, 34 high-net-worth individuals, and 2 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 September 2026
What services does Craft Asset Management offer?
Craft Asset Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Craft Asset Management use?
Craft Asset Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Smithfield, RI), with $121M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 September 2026
How many financial advisors does Craft Asset Management have?
Craft Asset Management has 8 investment adviser representatives registered with state securities authorities, out of 8 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 6 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Craft Asset Management invest in?
At the end of its last fiscal year, Craft Asset Management’s separately managed accounts held 34% exchange-traded equities, 33% non-exchange-traded equities, 30% cash and equivalents, 2% other and 1% derivatives. The 2% other category is described as: US Govt Agency Bonds, Non Exchange-Traded Equity Securities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Craft Asset Management?
Craft Asset Management’s direct owner is Evan Chiarenzelli (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 2 September 2026
How does Craft Asset Management get paid?
Craft Asset Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Craft Asset Management?
Craft Asset Management’s main office is at 1902 West Kennedy Boulevard, Unit 4, Tampa, FL 33606. Its phone number is 813-337-7747. Its website is craftwealthservices.com.
