Nathan Craft
Advisor at SL Capital
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Nathan Craft is a financial advisor at SL Capital with a Series 65 designation and two years of industry experience. His prior work includes roles at Texas Christian University, BAY Tax Services, Lee & Associates, Brophy College Prep, and St. John XXIII Catholic School. SL Capital is a four-advisor team that provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $206.3 million in discretionary assets using proprietary and third-party model portfolios, with day-to-day trading and reporting handled by a sub-adviser under SL Capital’s supervision.
Expertise
Based on SL Capital
Private / alternative investments
Options & derivatives strategies
Concentrated stock management
Wealth management
Fee options
Up to 2.00% annually, payable monthly in arrears based on average daily assets of the prior month
Commission-based compensation earned by affiliated insurance agents for insurance products sold, separate and distinct from advisory fees
Account minimum: $500,000
Location
20707 N Pima Rd, Ste 205
Scottsdale, AZ 85255
Most active in
Nathan C has reported serving >5 clients in these states in the last 12 months.
Arizona
Work history
SL Capital
2025 - Present (1 year)
SL Capital
2024 - Present (2 years)
Texas Christian University
2023 - 2024 (1 year)
BAY Tax Services
2023 - 2023 (1 year)
Texas Christian University
2022 - 2023 (1 year)
Lee & Associates
2022 - 2022 (1 year)
Texas Christian University
2020 - 2022 (2 years)
Brophy College Prep
2016 - 2020 (4 years)
St. John XXIII Catholic School
2015 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Ronald L
Verified by Warmer
Series 65
Cave Creek, AZ
Atlas Wealth Management, LLC
Scott C
CFP®, Series 63, Series 66
Scottsdale, AZ
Echelon Private Wealth LLC
Ryan B
Series 65
Phoenix, AZ
Betts LLC
David M
CFP®, Series 63
Scottsdale, AZ
Musser Financial Planning, LLC
Joel K
Series 63, Series 65
Scottsdale, AZ
Karpinski Financial, LLC
Sam D
Series 65
Scottsdale, AZ
DeGreen Private Wealth, LLC
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