{
  "crd_number": 323565,
  "slug": "craft-and-sage-wealth-kansas-city-mo-323565",
  "primary_business_name": "CRAFT & SAGE WEALTH",
  "legal_name": "CRAFT & SAGE WEALTH, LLC",
  "dbas": [],
  "city": "Kansas City",
  "state": "MO",
  "country": "United States",
  "cbsa_code": "28140",
  "metro": {
    "cbsa_code": "28140",
    "common_name": "Kansas City",
    "msa_name": "Kansas City, MO-KS",
    "path": "/advisors/mo/kansas-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-06-02",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-08-18",
  "carried_forward": false,
  "raum_total": 306774409.0,
  "raum_discretionary": 306774409.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 11,
  "advisory_employees": 7,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 87191617.0,
      "count": 380
    },
    "pension_profit_sharing": {
      "raum": 16135686.0,
      "count": 7
    },
    "high_net_worth_individuals": {
      "raum": 203447106.0,
      "count": 144
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AR",
    "CA",
    "CO",
    "FL",
    "KS",
    "MO",
    "NC",
    "TX"
  ],
  "websites": [
    "https://craftandsage.com",
    "https://facebook.com/craftandsage",
    "https://instagram.com/craftandsage",
    "https://linkedin.com/company/craft-and-sage",
    "https://youtube.com/@craftandsage"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323565",
  "city_as_filed": "KANSAS CITY",
  "url": "https://advisorcensus.com/firm/craft-and-sage-wealth-kansas-city-mo-323565",
  "display_name": "Craft & Sage Wealth",
  "summary": "Craft & Sage Wealth is an SEC-registered investment advisory firm in Kansas City, MO, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 18, 2026.",
  "citation": "AdvisorCensus. Craft & Sage Wealth (CRD 323565): 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",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Craft & Sage Wealth compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Craft & Sage Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Craft & Sage Wealth located?",
      "a": "Craft & Sage Wealth's principal office is in Kansas City, MO, according to its Form ADV; the September 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Craft & Sage Wealth registered with the SEC or a state?",
      "a": "Craft & Sage Wealth is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 323565."
    },
    {
      "q": "How much does Craft & Sage Wealth manage?",
      "a": "Craft & Sage Wealth reports $306,774,409 in regulatory assets under management in its Form ADV filing dated August 18, 2026 (100% discretionary)."
    },
    {
      "q": "How have Craft & Sage Wealth's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Craft & Sage Wealth: Regulatory assets under management: $223,748,080 in the October 2023 data and $306,774,409 in the October 2026 data, up 37%. Total employees: 11 in October 2023 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Craft & Sage Wealth serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (380); high net worth individuals (144); pension and profit sharing plans (but not the plan participants or government pension plans) (7)."
    },
    {
      "q": "Which custodians does Craft & Sage Wealth use?",
      "a": "Craft & Sage Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Assetmark Brokerage, LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Craft & Sage Wealth 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/323565"
    },
    {
      "q": "What changed in Craft & Sage Wealth's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Registered or notice-filed in CO."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 223748080.0,
      "total_employees": 11,
      "filing_date": "2023-09-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 250960505.0,
      "total_employees": 11,
      "filing_date": "2024-08-08"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 289680654.0,
      "total_employees": 11,
      "filing_date": "2025-07-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 306774409.0,
      "total_employees": 11,
      "filing_date": "2026-08-18"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Registered or notice-filed in CO."
      ]
    },
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in FL."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Assetmark Brokerage, LLC",
      "name_as_filed": "ASSETMARK BROKERAGE, LLC",
      "affiliated": false
    }
  ],
  "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/craft-and-sage-wealth-kansas-city-mo-323565.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 380,
      "fewer_than_5": false,
      "raum": 87191617.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 144,
      "fewer_than_5": false,
      "raum": 203447106.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 16135686.0
    }
  ],
  "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/323565",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}