{
  "crd_number": 126869,
  "slug": "kraematon-investment-advisors-inc-braintree-ma-126869",
  "primary_business_name": "KRAEMATON INVESTMENT ADVISORS, INC.",
  "legal_name": "KRAEMATON INVESTMENT ADVISORS, INC.",
  "dbas": [],
  "city": "Braintree",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2006-01-06",
  "years_registered": 20,
  "period": "2026-10-01",
  "filing_date": "2026-02-12",
  "carried_forward": false,
  "raum_total": 201501574.0,
  "raum_discretionary": 201501574.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 1595740.0,
      "count": null,
      "description": "FRATERNAL ORGANIZATION",
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 24226860.0,
      "count": 90
    },
    "high_net_worth_individuals": {
      "raum": 175678974.0,
      "count": 83
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "MA",
    "NH"
  ],
  "websites": [
    "https://kraematon.com",
    "https://linkedin.com/company/the-kraematon-group-inc-"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/126869",
  "city_as_filed": "BRAINTREE",
  "url": "https://advisorcensus.com/firm/kraematon-investment-advisors-inc-braintree-ma-126869",
  "display_name": "Kraematon Investment Advisors, Inc.",
  "summary": "Kraematon Investment Advisors, Inc. is an SEC-registered investment advisory firm in Braintree, MA, registered since 2006, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 12, 2026.",
  "citation": "AdvisorCensus. Kraematon Investment Advisors, Inc. (CRD 126869): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Kraematon Investment Advisors, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Kraematon Investment Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Kraematon Investment Advisors, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated February 12, 2026 states: Up to $1,000,000: 1% a year; $1,000,000 to $2,000,000: 0.75% a year; Above $2,000,000: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Kraematon Investment Advisors, Inc. located?",
      "a": "Kraematon Investment Advisors, Inc.'s principal office is in Braintree, MA, according to its Form ADV."
    },
    {
      "q": "Is Kraematon Investment Advisors, Inc. registered with the SEC or a state?",
      "a": "Kraematon Investment Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 126869."
    },
    {
      "q": "How much does Kraematon Investment Advisors, Inc. manage?",
      "a": "Kraematon Investment Advisors, Inc. reports $201,501,574 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (100% discretionary)."
    },
    {
      "q": "How have Kraematon Investment Advisors, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Kraematon Investment Advisors, Inc.: Regulatory assets under management: $171,146,308 in the October 2021 data and $201,501,574 in the October 2026 data, up 18%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Kraematon Investment Advisors, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (90); high net worth individuals (83)."
    },
    {
      "q": "Which custodians does Kraematon Investment Advisors, Inc. use?",
      "a": "Kraematon Investment Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Kraematon Investment Advisors, Inc. 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/126869"
    },
    {
      "q": "Does Kraematon Investment Advisors, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 12, 2026 says: \"KIA generally requires a minimum account size of $100,000 to effectively implement its investment process.\""
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 171146308.0,
      "total_employees": 2,
      "filing_date": "2021-03-01"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 193141913.0,
      "total_employees": 2,
      "filing_date": "2022-02-12"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 156876741.0,
      "total_employees": 3,
      "filing_date": "2023-03-10"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 167764558.0,
      "total_employees": 2,
      "filing_date": "2024-03-11"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 183257221.0,
      "total_employees": 2,
      "filing_date": "2025-02-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 201501574.0,
      "total_employees": 2,
      "filing_date": "2026-02-12"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 12, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $1,000,000",
        "rate": "1%"
      },
      {
        "band": "$1,000,000 to $2,000,000",
        "rate": "0.75%"
      },
      {
        "band": "Above $2,000,000",
        "rate": "0.5%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$100,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $1,000,000: 1% a year",
          "$1,000,000 to $2,000,000: 0.75% a year",
          "Above $2,000,000: 0.5% a year"
        ],
        "quotes": [
          "Assets Under Management ($) Annual Rate (%) $0 to $1,000,000 1.00% $1,000,000 to $2,000,000 0.75% Greater than $2,000,000 0.50%",
          "Fees are negotiable at the sole discretion of the Advisor."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $100,000"
        ],
        "quotes": [
          "KIA generally requires a minimum account size of $100,000 to effectively implement its investment process."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 1000000.0,
          "rate_pct": 1.0
        },
        {
          "min": 1000000.0,
          "max": 2000000.0,
          "rate_pct": 0.75
        },
        {
          "min": 2000000.0,
          "max": null,
          "rate_pct": 0.5
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 100000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Assets Under Management ($) Annual Rate (%) $0 to $1,000,000 1.00% $1,000,000 to $2,000,000 0.75% Greater than $2,000,000 0.50%",
      "Fees are negotiable at the sole discretion of the Advisor.",
      "KIA generally requires a minimum account size of $100,000 to effectively implement its investment process."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES 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/kraematon-investment-advisors-inc-braintree-ma-126869.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 90,
      "fewer_than_5": false,
      "raum": 24226860.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 83,
      "fewer_than_5": false,
      "raum": 175678974.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": true,
      "raum": 1595740.0
    }
  ],
  "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/126869",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}