{"url":"https://nivawealth.com/firms/craft-asset-management-289557","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/289557","regulatoryAum":120844771,"crd":"289557","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"8227275","suffix":null,"lastName":"Bruno","firstName":"Nicholas","middleName":null},{"crd":"5903549","suffix":null,"lastName":"CHIARENZELLI","firstName":"EVAN","middleName":"ANDREW"},{"crd":"5900093","suffix":null,"lastName":"DOAN","firstName":"JEFF","middleName":"MICHAEL"},{"crd":"1871776","suffix":null,"lastName":"EDDY","firstName":"STEVEN","middleName":null},{"crd":"3266780","suffix":null,"lastName":"HALLMANN","firstName":"WILLIAM","middleName":"P"},{"crd":"6192214","suffix":null,"lastName":"HENNUM","firstName":"WILLIAM","middleName":"EDWARD"},{"crd":"8327133","suffix":null,"lastName":"Jerdan","firstName":"Myles","middleName":"Andrew"},{"crd":"6701353","suffix":null,"lastName":"LaNata","firstName":"Nishann","middleName":"C"},{"crd":"7331591","suffix":null,"lastName":"Manna","firstName":"Michael","middleName":null}],"total":9,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-07-30","regulatoryAum":91966719,"clients":248,"employees":8,"offices":6},{"filedOn":"2026-09-02","regulatoryAum":120844771,"clients":224,"employees":8,"offices":6}],"secFileNumber":"801-131218","legalName":"Craft Asset Management LLC","displayName":"Craft Asset Management","slug":"craft-asset-management-289557","website":"https://craftwealthservices.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/craft-asset-management/about/","founded":null,"organization":"Florida limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1902 West Kennedy Boulevard, Unit 4","city":"Tampa","state":"FL","stateName":"Florida","country":"United States","postalCode":"33606"},"tradeNames":["Craft Wealth Services"],"registration":{"secApproved":"1 October 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":534872.4099099099,"staff":{"employees":8,"advisory":8,"brokerDealerReps":0,"insuranceAgents":6,"promoters":0},"aum":{"regulatory":120844771,"discretionary":118794241,"discretionaryAccounts":473,"nonDiscretionary":2050530,"nonDiscretionaryAccounts":5,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":188,"regulatoryAum":55562854},{"label":"High-net-worth individuals","clients":34,"regulatoryAum":63178821},{"label":"Pension and profit-sharing plans","clients":2,"fewerThan5":true,"regulatoryAum":2103096}],"feePrograms":[{"role":"other","program":"Financial planning","summary":"Fixed fee for financial planning, generally a $500 minimum and no more than $2,500, negotiable; 50% is payable in advance.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043730","versionId":1043730,"submittedOn":"2026-05-01","documentName":"ADV PART 2A CRAFT ASSET MANAGEMENT"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T15:52:02.277319+00:00","documents":[{"name":"ADV PART 2A CRAFT ASSET MANAGEMENT","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043730","versionId":1043730,"submittedOn":"2026-05-01"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Smithfield, RI","smaAssets":120844771}],"custodyNote":"Craft Asset Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Evan Chiarenzelli","title":"Managing Member, Owner/Chief Compliance Officer","crd":"5903549"},{"name":"Jeff Doan","title":"Authorized Member","crd":"5900093"}],"ownership":[{"label":"Evan Chiarenzelli","detail":"Managing member, owner/chief compliance officer in the 75% or more ownership band and a control person, since August 2017."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":5,"privateResidences":2},"listedOfficeAddresses":4,"foreignOffices":[],"officesByState":[{"state":"Connecticut","offices":1,"addresses":[{"street":"92 Fieldstone Terrace","city":"Naugatuck"}]},{"state":"Florida","offices":1,"addresses":[{"street":"1902 West Kennedy Boulevard, Unit 4","city":"Tampa","headquarters":true}]},{"state":"Tennessee","offices":1,"addresses":[{"street":"145 Bear Crossing Ste 100","city":"MT Juliet"}]},{"state":"Virginia","offices":1,"addresses":[{"street":"11710 Plaza America Drive","city":"Reston"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"813-337-7747","stateRegisteredReps":8,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":34},{"label":"Non-exchange-traded equity securities","percent":33},{"label":"Derivatives","percent":1},{"label":"Cash and cash equivalents","percent":30},{"label":"Other","percent":2,"detail":"US Govt Agency Bonds, Non Exchange-Traded Equity Securities"}],"privateFunds":0},"sources":{"adv1FilingDate":"2 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/289557/PDF/289557.pdf","brochureDate":"1 May 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043730","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Craft Asset Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Craft Asset Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Craft Asset Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Craft Asset Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Craft Asset Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Craft Asset Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Craft Asset Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Craft Asset Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 2 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}