Kraft Capital logo

Kraft Capital

Updated today

Client assets under management

$6,193,720

Clients

23

0% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

12

Very Low

Average account size

$269,292

About

Kraft Capital works with individuals, businesses, and charitable organizations to deliver investment management, financial planning, retirement plan consulting, income tax preparation, and educational seminars or speaking engagements. The firm is fee-only and provides portfolio management for individual clients, offering both project-based and ongoing planning engagements.

The firm’s investment process emphasizes asset allocation and Modern Portfolio Theory, employing a mix of passive and active vehicles (stocks, bonds, mutual funds, and ETFs) tailored to each client’s goals and risk tolerance. Advisors typically manage accounts on a discretionary basis, produce written financial plans, and allow clients to impose reasonable investment restrictions in writing.

Noteworthy for a small, recently established practice, Kraft Capital offers public and client-facing educational seminars and may include tax preparation or seminars as part of ongoing planning relationships—services that are less common among similarly sized supported firms. The firm also provides employer retirement plan advisory services and acts in a fiduciary capacity for plan sponsors, a capability not always offered by firms with comparable assets under management.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Business ownership considerations Cash flow / budgeting

Occupation focus

Founder/Business Owner

Demographic focus

Young Professionals

Fee options

Fixed

Project-Based Financial Planning fixed fees range between $500 to $10,000; Income Tax Preparation fixed fees; Educational Seminars $0-$1,500 per seminar

Percentage

$0 - $1,000,000: 0.95% $1,000,001+: 0.85%

Project-based

$250 per hour for Project-Based Financial Planning

Subscriptions

Ongoing Financial Planning fees range from $250 to $1,000 per month or $750 to $3,000 per quarter

Other

Fee-only: Investment Management fees based on tiered percentage of AUM; Financial Planning fees (initial fee $250-$1,000; ongoing monthly $250-$1,000 or quarterly $750-$3,000); Project-Based Financial Planning fixed fees $500-$10,000 or hourly $250; Income Tax Preparation fixed fee $150-$3,000; Employee Benefit Plan Services up to 0.75% annually; Educational Seminars $0-$1,500 per seminar

Main office location

Kraft Capital

24 Frank Lloyd Wright Dr,, Lobby L 4000

Ann Arbor MI 48105, United States

Number of offices

1

Most active in

Michigan

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Clint K

Series 65

Ann Arbor, MI

Kraft Capital

Clint Kraft is a financial advisor at Kraft Capital with a Series 65 designation and one year of industry experience. Prior to joining Kraft Capital, he worked at Morgan Stanley and has experience in educational and community settings, including roles at Michigan State University and local schools. Kraft Capital provides fee-only investment management and financial planning services to individuals, businesses, and charitable organizations. The firm also offers educational seminars and combines fundamental analysis with Modern Portfolio Theory in its investment approach.

Business ownership considerations Cash flow / budgeting Founder/Business Owner Young Professionals
user avatar

Clint K

Series 65

Ann Arbor, MI

Kraft Capital

Clint Kraft Sr. is a financial advisor at Kraft Capital in Ann Arbor, MI, holding a Series 65 designation with one year of industry experience. Prior to joining Kraft Capital, he spent 22 years teaching at Milan High School and retired in 2025. He also serves as a part-time instructor for the UA Instructor Training program at Washtenaw Community College, where he helps train trade professional teachers in lesson planning and assessment design. Kraft Capital provides fee-only investment management and financial planning services to individuals, businesses, and charitable organizations. The firm offers individualized financial plans and portfolio management using a combination of fundamental analysis and Modern Portfolio Theory, alongside educational seminars and additional services such as income tax preparation and employee benefit plan consulting.

Business ownership considerations Cash flow / budgeting Founder/Business Owner Young Professionals
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")