Investcraft Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,900,000
Total clients
6
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$1,483,333
About
InvestCraft Advisors LLC provides discretionary portfolio management through separately managed accounts for individuals, small businesses and institutional clients. The firm focuses on equity‑oriented strategies and related instruments — including common stocks, ETFs/ETNs, REITs, and equity options — and manages a small roster of clients with assets under management below $10 million.
The firm combines fundamental and technical analysis and conducts weekly account reviews to align portfolios with client objectives, generally exercising broad discretionary authority under each advisory agreement. Its investment program may employ option trading, leverage, short sales and positions in small‑ and mid‑cap, distressed or high‑yield instruments, which can increase volatility and liquidity risk.
Compared with many state‑registered advisors, InvestCraft is notable for its active use of equity derivatives and other higher‑risk trading techniques and for the principal’s prior experience managing a hedge fund and working in technology and medical‑device corporate roles. The firm does not take custody of client assets, does not direct brokerage (clients select custodians and receive account statements from those custodians), and maintains a Code of Ethics and personal‑trading policies to address conflicts.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Concentrated stock management
Passive / index investing
Fee options
0.25% annually, billed quarterly in arrears
Account minimum: $100,000
Main office location
Investcraft Advisors LLC
Saratoga CA, United States
Number of offices
1
Most active in
Investcraft Advisors LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
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