{
  "crd_number": 175085,
  "slug": "adk-wealth-advisory-group-st-louis-mo-175085",
  "primary_business_name": "ADK WEALTH ADVISORY GROUP",
  "legal_name": "KRAFT, DAVIS & ASSOCIATES, LLC",
  "dbas": [
    "ENDEAVOR WEALTH MANAGEMENT",
    "FINANCIAL PLANNING WORLD"
  ],
  "city": "St. Louis",
  "state": "MO",
  "country": "United States",
  "cbsa_code": "41180",
  "metro": {
    "cbsa_code": "41180",
    "common_name": "St. Louis",
    "msa_name": "St. Louis, MO-IL",
    "path": "/advisors/mo/st-louis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-06-09",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-08-16",
  "carried_forward": false,
  "raum_total": 768487798.0,
  "raum_discretionary": 768487798.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 13,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 1433618.0,
      "count": 6
    },
    "individuals": {
      "raum": 141250244.0,
      "count": 655
    },
    "high_net_worth_individuals": {
      "raum": 618525156.0,
      "count": 540
    },
    "corporations_other_businesses": {
      "raum": 7278780.0,
      "count": 7
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AR",
    "AZ",
    "CA",
    "CO",
    "FL",
    "IA",
    "IL",
    "IN",
    "KS",
    "MI",
    "MN",
    "MO",
    "NC",
    "NE",
    "NH",
    "NM",
    "OH",
    "OR",
    "PA",
    "TN",
    "TX",
    "VT",
    "WA",
    "WI"
  ],
  "websites": [
    "https://discoverindependence.com",
    "https://endeavorwealthmgt.com",
    "https://facebook.com/ADK-WEALTH-ADVISORY-GROUP",
    "https://facebook.com/endeavorwealthmanagement",
    "https://financialplanningworld.com",
    "https://linkedin.com/IN/CORY-KRAFT-115B6952",
    "https://linkedin.com/IN/DAN-DAVIS-7501BA39",
    "https://linkedin.com/in/bretsinak",
    "https://twitter.com/endeavorwealth?lang=en"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/175085",
  "city_as_filed": "ST. LOUIS",
  "url": "https://advisorcensus.com/firm/adk-wealth-advisory-group-st-louis-mo-175085",
  "display_name": "ADK Wealth Advisory Group",
  "summary": "ADK Wealth Advisory Group is an SEC-registered investment advisory firm in St. Louis, MO, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 16, 2026.",
  "citation": "AdvisorCensus. ADK Wealth Advisory Group (CRD 175085): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is ADK Wealth Advisory Group compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), ADK Wealth Advisory Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is ADK Wealth Advisory Group located?",
      "a": "ADK Wealth Advisory Group's principal office is in St. Louis, MO, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is ADK Wealth Advisory Group registered with the SEC or a state?",
      "a": "ADK Wealth Advisory Group is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 175085."
    },
    {
      "q": "How much does ADK Wealth Advisory Group manage?",
      "a": "ADK Wealth Advisory Group reports $768,487,798 in regulatory assets under management in its Form ADV filing dated August 16, 2026 (100% discretionary)."
    },
    {
      "q": "How have ADK Wealth Advisory Group's assets and staff changed since 2021?",
      "a": "In the Form ADV data for ADK Wealth Advisory Group: Regulatory assets under management: $433,085,500 in the October 2021 data and $768,487,798 in the October 2026 data, up 77%. Total employees: 12 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does ADK Wealth Advisory Group serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (655); high net worth individuals (540); corporations or other businesses not listed above (7)."
    },
    {
      "q": "Which custodians does ADK Wealth Advisory Group use?",
      "a": "ADK Wealth Advisory Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC (affiliated with the firm) as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does ADK Wealth Advisory Group report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/175085"
    },
    {
      "q": "What changed in ADK Wealth Advisory Group's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Registered or notice-filed in CO."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 433085500.0,
      "total_employees": 12,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 559761969.0,
      "total_employees": 13,
      "filing_date": "2022-03-23"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 529047829.0,
      "total_employees": 13,
      "filing_date": "2023-10-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 598911042.0,
      "total_employees": 14,
      "filing_date": "2024-03-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 685673033.0,
      "total_employees": 14,
      "filing_date": "2025-03-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 768487798.0,
      "total_employees": 13,
      "filing_date": "2026-08-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Registered or notice-filed in CO."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "No longer lists the business name Steck Wealth Management.",
        "Employees performing advisory functions went from 6 to 5.",
        "No longer lists an office in St. Louis, MO."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $685,673,033 to $768,487,798 (+12%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Registered or notice-filed in AR."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": true
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/adk-wealth-advisory-group-st-louis-mo-175085.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 655,
      "fewer_than_5": false,
      "raum": 141250244.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 540,
      "fewer_than_5": false,
      "raum": 618525156.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 6,
      "fewer_than_5": false,
      "raum": 1433618.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 7,
      "fewer_than_5": false,
      "raum": 7278780.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/175085",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}