SourcingSourcing

CRAFT & SAGE WEALTH, LLC

C46
CRD 323565·SEC 801-127993·KANSAS CITY, MO
AUM
$306.8M
$100M-$500M
Est. Revenue
$3.1M
@ 1% on AUM
Est. EBITDA
$920K
@ 30% margin
Est. Deal Value
$7.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CRAFT & SAGE WEALTH, LLC
CRD
323565
SEC file #
801-127993
EIN
—
DBA names
Craft & Sage Wealth

Economics

AUM
$306.8M
AUM band
$100M-$500M
AUM trajectory
'25'26
$289.7M → $306.8M▲ +6%
Client mix
Individuals Other380
Individuals High Net Worth144
Pension Profit Sharing Plans7

Operations

Employees (total)
11
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'25'26
7 advisors → 7 advisors▬ 0%
Primary office
KANSAS CITY MO
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/13/2026
ADV-W filed at
—
Website
linkedin.com/company/craft-and-sage(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CHRISTY, JOHN, TARKINGTON
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
CHRISTY, JOHN, TARKINGTON
BRENNER, MEGAN, MARIE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
fallback_guess:craftsage.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
14,029
Form 5500 Compensation Trajectory 3y
202514,029
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
14,029
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
8
Bc Firm IAR Count
8
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4573758
Trust Company Affiliate
No

People (8)

8
CHRISTY, JOHN, TARKINGTON
IAR · Direct Owner · 87.5%
4573758
BRENNER, MEGAN, MARIE
IAR · Executive Officer · 2.5%
6121402
Nicholas Randall Allen
IAR
8056263
ERNEST FRED COLLYER
IAR
2675778
ANDREA JEAN WILT
IAR
5902573
FREDERICK ARTHUR TROMANS
IAR
3257846
BRIAN OLAF GLOE
IAR
5664769
Dustin Lynn Palmer
IAR
5314495