DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Kraematon Investment Advisors, Inc.
Latest filing Feb 12, 2026
First filing on the tape Mar 7, 2012 · 24 filings
SEC status approved since Jan 6, 2006
RAUM
$202M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$200M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$202M
derived; firm RAUM over IAPD count
Employees
2
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$202M as of Feb 12, 2026
Mar 7, 2012$93.9M then
HNW client RAUM$176M as of Feb 12, 2026
Mar 25, 2018$97.0M then
State-registered IARs (5.B.3)1 as of Feb 12, 2026
Mar 7, 20120 then
Employees (5.A)2 as of Feb 12, 2026
Mar 26, 20133 then
Private funds: no history
RAUM +10.0% over the last fiscal year+8.7% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Feb 12, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $202MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 173derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.1MderivedHNW RAUM over HNW clients
- Average account
- $423,323derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +10.0%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -8.9%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$176M88%
- Individuals$24.2M12%
- Individual clients
- 90reported
- HNW clients
- 83reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 476reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Gregory Todd ClintonChartered Financial Analyst | Wellesley, Ma | Apr 17, 2002 | 31 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Richard Martin Sotell to Donegal Investment Advisors, Inc.Aug 20, 2018 · Other
- Jeremy M Robert to Mfa Asset Management, LLCOct 6, 2017 · Other
- Nicholas Richard Gaskell to CorientNov 18, 2011 · Other
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Todd Gregory Clinton · President, Ccocontrolsince 08/2018 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 498 to 476Feb 26, 2025 to Feb 12, 2026
- HNW clients · 57 to 83Feb 26, 2025 to Feb 12, 2026
- Individual clients · 133 to 90Feb 26, 2025 to Feb 12, 2026
- Discretionary RAUM · $183M to $202MFeb 26, 2025 to Feb 12, 2026
- HNW RAUM · $143M to $176MFeb 26, 2025 to Feb 12, 2026
- Individual RAUM · $39.9M to $24.2MFeb 26, 2025 to Feb 12, 2026
- RAUM · $183M to $202MFeb 26, 2025 to Feb 12, 2026
- Accounts · 502 to 498Mar 11, 2024 to Feb 26, 2025
- Business name · KRAEMATON INVESTMENT ADVISORS, INC to KRAEMATON INVESTMENT ADVISORS, INC.Mar 11, 2024 to Feb 26, 2025
- HNW clients · 56 to 57Mar 11, 2024 to Feb 26, 2025
- Financial planning clients · 101-250 to 101-250Mar 11, 2024 to Feb 26, 2025
- Legal name · KRAEMATON INVESTMENT ADVISORS, INC to KRAEMATON INVESTMENT ADVISORS, INC.Mar 11, 2024 to Feb 26, 2025
- Discretionary RAUM · $168M to $183MMar 11, 2024 to Feb 26, 2025
- HNW RAUM · $130M to $143MMar 11, 2024 to Feb 26, 2025
- Individual RAUM · $37.9M to $39.9MMar 11, 2024 to Feb 26, 2025
- RAUM · $168M to $183MMar 11, 2024 to Feb 26, 2025
- Accounts · 496 to 502Mar 10, 2023 to Mar 11, 2024
- Advisory activities · 3 to 2Mar 10, 2023 to Mar 11, 2024
- HNW clients · 68 to 56Mar 10, 2023 to Mar 11, 2024
- Individual clients · 117 to 133Mar 10, 2023 to Mar 11, 2024
- Employees · 3 to 2Mar 10, 2023 to Mar 11, 2024
- Discretionary RAUM · $157M to $168MMar 10, 2023 to Mar 11, 2024
- HNW RAUM · $124M to $130MMar 10, 2023 to Mar 11, 2024
- Individual RAUM · $31.2M to $37.9MMar 10, 2023 to Mar 11, 2024
- RAUM · $157M to $168MMar 10, 2023 to Mar 11, 2024
- Accounts · 503 to 496Feb 12, 2022 to Mar 10, 2023
- HNW clients · 62 to 68Feb 12, 2022 to Mar 10, 2023
- Individual clients · 133 to 117Feb 12, 2022 to Mar 10, 2023
- Employees · 2 to 3Feb 12, 2022 to Mar 10, 2023
- Financial planning clients · 0 to 101-250Feb 12, 2022 to Mar 10, 2023
- Discretionary RAUM · $193M to $157MFeb 12, 2022 to Mar 10, 2023
- HNW RAUM · $149M to $124MFeb 12, 2022 to Mar 10, 2023
- Individual RAUM · $42.8M to $31.2MFeb 12, 2022 to Mar 10, 2023
- RAUM · $193M to $157MFeb 12, 2022 to Mar 10, 2023
- Accounts · 471 to 503Mar 1, 2021 to Feb 12, 2022
- Advisory activities · 2 to 3Mar 1, 2021 to Feb 12, 2022
- HNW clients · 51 to 62Mar 1, 2021 to Feb 12, 2022
- Individual clients · 134 to 133Mar 1, 2021 to Feb 12, 2022
- Discretionary RAUM · $171M to $193MMar 1, 2021 to Feb 12, 2022
- HNW RAUM · $117M to $149MMar 1, 2021 to Feb 12, 2022
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/the-kraematon-group-inc-reportedpublic record, Form ADV, Sep 17, 2026
- Website
- kraematon.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 781-431-9425reportedpublic record, Form ADV, Feb 12, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $202Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026