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
Adk Wealth Advisory Group
Legal name Kraft, Davis & Associates, LLC
Latest filing Aug 16, 2026
First filing on the tape May 27, 2015 · 28 filings
SEC status approved since Jun 9, 2015
RAUM
$768M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$760M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$154M
derived; firm RAUM over IAPD count
Employees
13
5 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
28 filings and snapshots on the tape
RAUM$768M as of Aug 16, 2026
Mar 14, 2016$197M then
HNW client RAUM$619M as of Aug 16, 2026
Mar 29, 2018$143M then
State-registered IARs (5.B.3)5 as of Aug 16, 2026
Mar 14, 20163 then
Employees (5.A)13 as of Aug 16, 2026
Mar 14, 20166 then
Private funds: no history
RAUM +12% over the last fiscal year+13% a year over threeIARs 6 to 5offices 3 to 2
Practice profile
derived from the filing of Aug 16, 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
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $154MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 239derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.1MderivedHNW RAUM over HNW clients
- Average account
- $354,796derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.6derivedItem 5.A over advisors
- Advisors per office
- 1.7derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +12%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +1.5%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Wrap fee program
- $725MreportedItem 5.I
- 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
- is an insurance broker or agent (6.A.6)
- 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$619M80%
- Individuals$141M18%
- Corporations and businesses$7.3M0.9%
- Charitable organizations$1.4M0.2%
- Individual clients
- 655reported
- HNW clients
- 540reported
- Pension plan clients
- n/areported
- Charitable clients
- 6reported
- Accounts
- 2,166reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- $725M sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=5.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Donald Dean Vaught | Creve Coeur, Mo | Jun 17, 2015 | 20 y | 1 |
| Daniel Carl Davis | St. Louis, Mo | Jun 17, 2015 | 38 y | 1 |
| Cory Christopher KraftCertified Financial Planner | St. Louis, Mo | Jun 17, 2015 | 37 y | 1 |
| Samuel Paul Miller | St. Louis, Mo | Feb 18, 2016 | 19 y | 0 |
| John Bret Sinak | Lake Saint Louis, Mo | Mar 18, 2022 | 21 y | 4 |
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
- Jason Church to Pnc Wealth ManagementNov 7, 2017 · Other
Joined, latest
- John Bret Sinak from Cornerstone Wealth Management, LLCMar 18, 2022 · RIA to RIA
- Jason Church from Pgim Investments LLCMar 20, 2017 · Other
- Donald Dean Vaught from LPL Financial LLCJun 17, 2015 · Other
- Daniel Carl Davis from Adk Wealth Advisory GroupJun 17, 2015 · Other
- Cory Christopher Kraft from Adk Wealth Advisory GroupJun 17, 2015 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Carl Daniel Davis · President, Co-Founder, Chief Compliance Officer, Managing Membercontrolsince 02/2015 · owns 50% to 75%
- Christopher Cory Kraft · Chief Executive Officer, Co-Founder, Managing Membercontrolsince 02/2015 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| St Louis, Mo | 4 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Lake Saint Louis, MO1 employees
- St. Louis, MO1 employees
- , 1 employees
What changed
consecutive filings, newest first
- Advisory employees · 6 to 5Mar 13, 2026 to May 21, 2026
- BD registered reps · 6 to 5Mar 13, 2026 to May 21, 2026
- Employees · 14 to 13Mar 13, 2026 to May 21, 2026
- State-registered IARs · 6 to 5Mar 13, 2026 to May 21, 2026
- Other offices · 3 to 2Mar 13, 2026 to May 21, 2026
- Accounts · 2,106 to 2,166Dec 19, 2025 to Mar 13, 2026
- Charity clients · 5 to 6Dec 19, 2025 to Mar 13, 2026
- Corporate clients · 8 to 7Dec 19, 2025 to Mar 13, 2026
- HNW clients · 518 to 540Dec 19, 2025 to Mar 13, 2026
- Individual clients · 659 to 655Dec 19, 2025 to Mar 13, 2026
- Discretionary RAUM · $686M to $768MDec 19, 2025 to Mar 13, 2026
- HNW RAUM · $536M to $619MDec 19, 2025 to Mar 13, 2026
- Individual RAUM · $144M to $141MDec 19, 2025 to Mar 13, 2026
- RAUM · $686M to $768MDec 19, 2025 to Mar 13, 2026
- Wrap assets (sponsor) · $627M to $725MDec 19, 2025 to Mar 13, 2026
- Accounts · 2,000 to 2,106Dec 9, 2024 to Mar 24, 2025
- HNW clients · 500 to 518Dec 9, 2024 to Mar 24, 2025
- Individual clients · 641 to 659Dec 9, 2024 to Mar 24, 2025
- Financial planning clients · 101-250 to 101-250Dec 9, 2024 to Mar 24, 2025
- Discretionary RAUM · $599M to $686MDec 9, 2024 to Mar 24, 2025
- HNW RAUM · $464M to $536MDec 9, 2024 to Mar 24, 2025
- Individual RAUM · $130M to $144MDec 9, 2024 to Mar 24, 2025
- RAUM · $599M to $686MDec 9, 2024 to Mar 24, 2025
- Wrap assets (sponsor) · $565M to $627MDec 9, 2024 to Mar 24, 2025
- Accounts · 1,921 to 2,000Oct 3, 2023 to Mar 21, 2024
- Corporate clients · 5 to 8Oct 3, 2023 to Mar 21, 2024
- HNW clients · 473 to 500Oct 3, 2023 to Mar 21, 2024
- Individual clients · 640 to 641Oct 3, 2023 to Mar 21, 2024
- Employees · 13 to 14Oct 3, 2023 to Mar 21, 2024
- Discretionary RAUM · $529M to $599MOct 3, 2023 to Mar 21, 2024
- HNW RAUM · $398M to $464MOct 3, 2023 to Mar 21, 2024
- Individual RAUM · $128M to $130MOct 3, 2023 to Mar 21, 2024
- RAUM · $529M to $599MOct 3, 2023 to Mar 21, 2024
- Wrap assets (sponsor) · $521M to $565MOct 3, 2023 to Mar 21, 2024
- Accounts · 1,782 to 1,921Dec 15, 2022 to Mar 13, 2023
- Corporate clients · unset to 5.0Dec 15, 2022 to Mar 13, 2023
- HNW clients · 456 to 473Dec 15, 2022 to Mar 13, 2023
- Individual clients · 606 to 640Dec 15, 2022 to Mar 13, 2023
- Discretionary RAUM · $515M to $529MDec 15, 2022 to Mar 13, 2023
- HNW RAUM · $425M to $398MDec 15, 2022 to Mar 13, 2023
Signals
2 dated events
- Adk Wealth Advisory Group reported RAUM $559.8M, up 29% from $433.1M (2022-03-21 to 2022-03-23)Mar 23, 2022 · RAUM change · derived
- Adk Wealth Advisory Group filed its initial SEC registration (Form ADV)May 27, 2015 · First SEC registration · fact
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
- Business email
- alayna@endeavorwealthmgt.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- bret.sinak@endeavorwealthmgt.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 636-778-2500reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 888-972-6566reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- endeavorwealthmgt.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (314) 878-1489reportedpublic record, Form ADV, Aug 16, 2026
- Contact form
- endeavorwealthmgt.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- endeavorwealthmgt.com/teamreportedpublished by the firm, firm site, Sep 15, 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
- $154Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026