SourcingSourcing

KRAFT, DAVIS & ASSOCIATES, LLC

C47
CRD 175085·SEC 801-99353·ST. LOUIS, MO
AUM
$768.5M
$500M-$1B
Est. Revenue
$7.7M
@ 1% on AUM
Est. EBITDA
$2.3M
@ 30% margin
Est. Deal Value
$18.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KRAFT, DAVIS & ASSOCIATES, LLC
CRD
175085
SEC file #
801-99353
EIN
—
DBA names
Adk Wealth Advisory Group

Economics

AUM
$768.5M
AUM band
$500M-$1B
AUM trajectory
'20'26
$339.6M → $768.5M▲ +126%
Client mix
Individuals Other655
Individuals High Net Worth540
Corporations7
Charitable Organizations6

Operations

Employees (total)
14
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
5 advisors → 6 advisors▲ +20%
Primary office
ST. LOUIS MO
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/13/2026
ADV-W filed at
—
Website
discoverindependence.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DAVIS, DANIEL, CARL
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
DAVIS, DANIEL, CARL
KRAFT, CORY, CHRISTOPHER
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
DISCOVERINDEPENDENCE.COM
Rdap Domain Creation Date
2007-08-29T20:25:18Z
Rdap Firm Age Years
19
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
6
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Lpl Financial11
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-08-29T20:25:18Z
Rdap Domain Last Changed
2025-08-30T14:46:42Z
Rdap Nameservers
Ns25.domaincontrol.comNs26.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1846079
Trust Company Affiliate
No

People (6)

6
DAVIS, DANIEL, CARL
IAR · Direct Owner · 62.5%
1846079
KRAFT, CORY, CHRISTOPHER
IAR · Direct Owner · 62.5%
1914001
DONALD DEAN VAUGHT
IAR
4896175
VERONICA STECK
IAR
5539949
JOHN BRET SINAK
IAR
3006757
SAMUEL PAUL MILLER
IAR
5370097