Kraematon Investment Advisors provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 101–250 clients last fiscal year.
Kraematon Investment Advisors reports 173 clients. They include 90 individual clients and 83 high-net-worth individuals. Of its assets, 100.0% ($202M across 476 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 52% | 12% |
| High-net-worth individuals | 48% | 87% |
| Other | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 90 | $24.2M | 12.0% | $269K |
| High-net-worth individuals | 83 | $176M | 87.2% | $2.12M |
| Other | Fewer than 5 | $1.6M | 0.8% | — |
| Total | 173 | $202M | 100% | — |
- Clients
- 90
- Regulatory AUM
- $24.2M
- AUM share
- 12.0%
- Avg. per client
- $269K
- Clients
- 83
- Regulatory AUM
- $176M
- AUM share
- 87.2%
- Avg. per client
- $2.12M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.6M
- AUM share
- 0.8%
- Avg. per client
- —
Total
- Clients
- 173
- Regulatory AUM
- $202M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Kraematon Investment Advisors charges 0.50%–1.00% a year for its Wealth Management Services. The fee is negotiable.
Fee details and sources
Gregory Clinton owns 75% or more of Kraematon Investment Advisors. The leadership team of Kraematon Investment Advisors includes President Gregory Clinton. It has 2 employees, 1 of them in advisory roles.
Leadership
- Gregory ClintonPresident, CCO
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Kraematon Investment Advisors, Inc.
Gregory Clinton
Control person · since August 2018
Kraematon Investment Advisors’ regulatory assets grew from $171M (March 2021) to $202M (February 2026); clients fell from 185 to 173 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $202M | 173 | 2 | 1 |
| February 2025 | $183M | 190 | 2 | 1 |
| March 2024 | $168M | 189 | 2 | 1 |
| March 2023 | $157M | 185 | 3 | 1 |
| February 2022 | $193M | 195 | 2 | 1 |
| March 2021 | $171M | 185 | 2 | 1 |
Besides its headquarters, Kraematon Investment Advisors has 0 offices, with 1 listed address in Massachusetts.
Massachusetts · 1 listed address
- 25 Braintree Hill Office Park, Suite 200, BraintreeHQ
Contact and registration details
- Legal name
- Kraematon Investment Advisors, Inc.
- Headquarters
- 25 Braintree Hill Office Park, Suite 200, Braintree, MA 02184
- Website
- Not reported
- Phone
- 781-431-9425
- @the-kraematon-group-inc-
- SEC file
- 801-65115
- Structure
- Massachusetts corporation
- Fiscal year end
- December
Kraematon Investment Advisors uses Fidelity ($202M) as custodian for its separately managed accounts. Kraematon Investment Advisors does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $202M100%
At year end, Kraematon Investment Advisors’ separately managed accounts were mostly in stocks (66%) and funds (31%). Its reported 13F holdings for the quarter ended 30 June 2026 total $134M across 103 positions; the largest are Rtx Corporation (5.5%), Nvidia Corporation (4.1%) and Apple Inc. (3.5%).
What the accounts hold
- Stocks66%
- Funds31%
- Cash2%
- Other1%
- Collateralized loan obligation1%
Reported 13F holdings
- $134M
- Reported 13F value
- 103
- Positions
- 33.0%
- In the 10 largest
- +9.3%
- Value vs. prior quarter
- Rtx Corporation5.5%
- Nvidia Corporation4.1%
- Apple Inc.3.5%
- World Gold TR · SPDR Gld Minis3.5%
- Vaneck Fds · Emer Mark BD ETF3.1%
- Invesco Exch Traded FD TR II · S&P Intl Momnt2.8%
- First TR Exchange-traded FD2.6%
- Amphenol Corp. · CL A2.6%
- iShares TR · Faln Angls Usd2.6%
- Casella Waste Sys Inc. · CL A2.6%
Together, the ten largest are 33.0% of reported value.
How many clients does Kraematon Investment Advisors have?
Kraematon Investment Advisors has 173 clients and manages $202 million for them, as of February 2026. They include 90 individual clients and 83 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 February 2026
What services does Kraematon Investment Advisors offer?
Kraematon Investment Advisors 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
How much does Kraematon Investment Advisors charge?
Kraematon Investment Advisors charges 0.50%–1.00% a year for its Wealth Management Services. The fee is negotiable.
Source: KRAEMATON FORM ADV PART 2A, FORM ADV PART 2B, AND PRIVACY POLICY, filed 12 February 2026
Which custodians does Kraematon Investment Advisors use?
Kraematon Investment Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $202M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 February 2026
How many financial advisors does Kraematon Investment Advisors have?
Kraematon Investment Advisors has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Kraematon Investment Advisors invest in?
At the end of its last fiscal year, Kraematon Investment Advisors’ separately managed accounts held 66% exchange-traded equities, 31% registered funds (mutual funds, ETFs, BDCs), 2% cash and equivalents and 1% other. The 1% other category is described as: Collateralized Loan Obligation.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Kraematon Investment Advisors?
Kraematon Investment Advisors’ direct owner is Gregory Clinton (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 12 February 2026
How does Kraematon Investment Advisors get paid?
Kraematon Investment Advisors is paid through a percentage of assets under management. 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 Kraematon Investment Advisors?
Kraematon Investment Advisors’ main office is at 25 Braintree Hill Office Park, Suite 200, Braintree, MA 02184. Its phone number is 781-431-9425.