# ADK Wealth Advisory Group

> 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.

- CRD: 175085
- Filed as: ADK WEALTH ADVISORY GROUP
- Legal name: Kraft, Davis & Associates, LLC
- Also doing business as: ENDEAVOR WEALTH MANAGEMENT, FINANCIAL PLANNING WORLD
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: St. Louis, MO
- Filing period: October 2026
- Form ADV filing dated: August 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/175085
- AdvisorCensus page: https://advisorcensus.com/firm/adk-wealth-advisory-group-st-louis-mo-175085

## Quick answers

**How is ADK Wealth Advisory Group compensated?**
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).

**How much does ADK Wealth Advisory Group charge?**
Its Form ADV Part 2A brochure dated August 16, 2026 states: Flat fee: $250 to $4,000 (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is ADK Wealth Advisory Group located?**
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).

**Is ADK Wealth Advisory Group registered with the SEC or a state?**
ADK Wealth Advisory Group is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 175085.

**How much does ADK Wealth Advisory Group manage?**
ADK Wealth Advisory Group reports $768,487,798 in regulatory assets under management in its Form ADV filing dated August 16, 2026 (100% discretionary).

**How have ADK Wealth Advisory Group's assets and staff changed since 2021?**
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.

**What types of clients does ADK Wealth Advisory Group serve?**
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).

**Which custodians does ADK Wealth Advisory Group use?**
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.

**Does ADK Wealth Advisory Group report any disciplinary disclosures?**
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

**What changed in ADK Wealth Advisory Group's recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in CO.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 16, 2026)

- Flat fee: $250 to $4,000 (financial planning and consulting services)

> Fixed fees range from $250 to $4,000. Fees for such services are negotiable.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC (affiliated with the firm)

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.

### Regulatory assets under management (Item 5.F)
- Total: $768,487,798
- Discretionary: $768,487,798
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 655 | $141,250,244 |
| High net worth individuals | 540 | $618,525,156 |
| Charitable organizations | 6 | $1,433,618 |
| Corporations or other businesses not listed above | 7 | $7,278,780 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2015 (11 years)
- Employees: 13 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AR, AZ, CA, CO, FL, IA, IL, IN, KS, MI, MN, MO, NC, NE, NH, NM, OH, OR, PA, TN, TX, VT, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Lake Saint Louis, MO

### Websites listed on Form ADV (Item 1.I)
- discoverindependence.com
- endeavorwealthmgt.com
- financialplanningworld.com
- Facebook @ADK-WEALTH-ADVISORY-GROUP
- Facebook @endeavorwealthmanagement
- LinkedIn @CORY-KRAFT-115B6952
- LinkedIn @DAN-DAVIS-7501BA39
- LinkedIn @bretsinak
- X @endeavorwealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $433,085,500 | 12 | March 31, 2021 |
| October 2022 | $559,761,969 | 13 | March 23, 2022 |
| October 2023 | $529,047,829 | 13 | October 3, 2023 |
| October 2024 | $598,911,042 | 14 | March 21, 2024 |
| October 2025 | $685,673,033 | 14 | March 24, 2025 |
| October 2026 | $768,487,798 | 13 | August 16, 2026 |

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.

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in CO.

### June 2026
- 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.

### April 2026
- Regulatory assets under management went from $685,673,033 to $768,487,798 (+12%).

### January 2026
- Registered or notice-filed in AR.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. ADK Wealth Advisory Group (CRD 175085): Form ADV filing data as of October 2026.