# Craftwork Capital LLC

> Craftwork Capital LLC is a state-registered investment advisory firm in Alexandria, VA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 3, 2026.

- CRD: 311626
- Filed as: CRAFTWORK CAPITAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Alexandria, VA
- Filing period: October 2026
- Form ADV filing dated: August 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/311626
- AdvisorCensus page: https://advisorcensus.com/firm/craftwork-capital-llc-alexandria-va-311626

## Quick answers

**How is Craftwork Capital LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Craftwork Capital LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Craftwork Capital LLC located?**
Craftwork Capital LLC's principal office is in Alexandria, VA, according to its Form ADV.

**Is Craftwork Capital LLC registered with the SEC or a state?**
Craftwork Capital LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 311626.

**How much does Craftwork Capital LLC manage?**
Craftwork Capital LLC reports $102,090,479 in regulatory assets under management in its Form ADV filing dated August 3, 2026 (100% discretionary).

**What types of clients does Craftwork Capital LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (133); high net worth individuals (30); charitable organizations (1).

**Does Craftwork Capital LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/311626

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $102,090,479
- Discretionary: $102,090,479
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 133 | $39,275,319 |
| High net worth individuals | 30 | $61,817,292 |
| Charitable organizations | 1 | $479,167 |
| Corporations or other businesses not listed above | 1 | $518,701 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DC, FL, IL, MD, NC, NY, PA, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- checkyourbalances.com
- craftworkcapitalllc.com
- craftworkcapitalllc.com/check-your-balances-podcast
- Instagram @checkyourbalances
- LinkedIn @craftwork-capital
- LinkedIn @check-your-balances-podcast

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Craftwork Capital LLC (CRD 311626): Form ADV filing data as of October 2026.