Daniel Carl Davis
Financial advisor at Kraft, Davis & Associates, LLC
Last updated 2026-10-10
Claim your profileDaniel Carl Davis is a financial advisor at Kraft, Davis & Associates, LLC, CRD 1846079. Licenses and exams on the registration: Series 63. IAPD registration began 1999-10-21.
Registration
- CRD number
- 1846079
- Registration status
- Active
- IAPD registration
- 1999-10-21
- Industry Experience
- 26 years
- Work Experience
- 28 years
- States registered
- MO, TN, TX
Licenses and exams
- Series 63
Work history
- 1998-02 to Present · Lpl Financial LLC · Creve Coeur, MO
- 2015-06 to Present · Kraft, Davis & Associates, LLC (dba: Adk Wealth Advisory Group) · Creve Coeur, MO
Current employment
- Adk Wealth Advisory Group · St. Louis, MO
Kraft, Davis & Associates, LLC
- Regulatory AUM
- $768,487,798
- Registered advisors
- 5
- Offices
- 4
- Clients per advisor
- 241.6 (High)
- Average AUM per client
- $636.2K (Low)
- High-net-worth client ratio
- 44.7% (Moderate)
Kraft, Davis & Associates, LLC: advisors, services and reported ETF investments
About
Daniel Carl Davis is a financial advisor at Adk Wealth Advisory Group, operating as Kraft, Davis & Associates, LLC. Reported securities licenses include Series 63. The latest record indicates 26 years of industry experience and 28 years of reported work history. Reported roles include Kraft, Davis & Associates, LLC (dba: Adk Wealth Advisory Group), Lpl Financial LLC.
SEC disclosures list additional business and community activities: 1: 05/13/2010: kraft, davis & associates, llc (dba adk wealth advisory group) - inv rel - business entity for tax/investment purposes only - 1% of time spent 2; 04/14/2014: adk wealth advisory group - dba for lpl business (entity for lpl business) - inv rel - at reported business location(s) - time spent 1%.
Kraft, Davis & Associates, LLC's firm-level Form ADV reports 5 advisors across 4 offices; approximately 241.6 clients per advisor, average assets per client of $636,165, and regulatory AUM of $768.5M; client categories including Individuals (non-HNW), High net worth individuals, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses.
PortfolioFuture's firm-level 13F analysis covers $428.8M across 108 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Daniel Carl Davis personally.
Reported ETF positions
Kraft, Davis & Associates reports 108 ETF positions worth $428.8M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SMH — VanEck Semiconductor ETF | $35.5M |
| VTI — Vanguard Morningstar Total Stock Market ETF | $26M |
| IVV — iShares Core S&P 500 ETF | $23.2M |
| FTEC — Fidelity MSCI Information Technology Index ETF | $20.9M |
| VIG — Vanguard Div Appreciation ETF | $17.5M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Kraft, Davis & Associates's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $370.8K | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $370.8K | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | DFUS — Dimensional U.S. Equity Market ETF | $15M | Top 98.8% | Residual alpha +0.77% · Residual Sharpe 0.04 |
| Diversification Benefits | NEAR — iShares Short Duration Bond Active ETF | $13.1M | Top 99.3% | Replicability (R²) 35.2% · Residual Sharpe 1.25 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Kraft, Davis & Associates, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
Contact
The firm's filed contact details.
- Phone: (314) 878-1489
- Website: endeavorwealthmgt.com
Official record
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