# Kraematon Investment Advisors, Inc.

> 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.

- CRD: 126869
- Filed as: KRAEMATON INVESTMENT ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Braintree, MA
- Filing period: October 2026
- Form ADV filing dated: February 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/126869
- AdvisorCensus page: https://advisorcensus.com/firm/kraematon-investment-advisors-inc-braintree-ma-126869

## Quick answers

**How is Kraematon Investment Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Kraematon Investment Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management.

**How much does Kraematon Investment Advisors, Inc. charge?**
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.

**Where is Kraematon Investment Advisors, Inc. located?**
Kraematon Investment Advisors, Inc.'s principal office is in Braintree, MA, according to its Form ADV.

**Is Kraematon Investment Advisors, Inc. registered with the SEC or a state?**
Kraematon Investment Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 126869.

**How much does Kraematon Investment Advisors, Inc. manage?**
Kraematon Investment Advisors, Inc. reports $201,501,574 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (100% discretionary).

**How have Kraematon Investment Advisors, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Kraematon Investment Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (90); high net worth individuals (83).

**Which custodians does Kraematon Investment Advisors, Inc. use?**
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.

**Does Kraematon Investment Advisors, Inc. 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/126869

**Does Kraematon Investment Advisors, Inc. state an account minimum?**
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."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated February 12, 2026)

- 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

> 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.

- Account minimum: $100,000

> KIA generally requires a minimum account size of $100,000 to effectively implement its investment process.

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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: $201,501,574
- Discretionary: $201,501,574
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 90 | $24,226,860 |
| High net worth individuals | 83 | $175,678,974 |
| Other | Fewer than 5 | $1,595,740 |

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

### Firm details
- Registered since: 2006 (20 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, MA, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [kraematon.com](https://kraematon.com)
- LinkedIn @the-kraematon-group-inc-

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $171,146,308 | 2 | March 1, 2021 |
| October 2022 | $193,141,913 | 2 | February 12, 2022 |
| October 2023 | $156,876,741 | 3 | March 10, 2023 |
| October 2024 | $167,764,558 | 2 | March 11, 2024 |
| October 2025 | $183,257,221 | 2 | February 26, 2025 |
| October 2026 | $201,501,574 | 2 | February 12, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kraematon Investment Advisors, Inc. (CRD 126869): Form ADV filing data as of October 2026.