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Adk Wealth Advisory Group

Updated today

Client AUM

$759,775,400

Clients

1,195

Advisors

5

across 2 offices

About

ADK Wealth Advisory Group is an SEC‑registered investment adviser that provides fee‑based investment management and financial planning primarily to individual and high‑net‑worth clients; the firm also offers retirement‑plan advisory (including ERISA 3(21) and 3(38) services), hourly consulting, and tailored planning services. Investment programs and custody are delivered through LPL‑sponsored platforms and include both wrap and non‑wrap account structures.

Portfolios are constructed and supervised on an ongoing basis to match each client’s objectives and risk tolerance, with ADK using a combination of fundamental and technical analysis to implement long‑ and short‑term strategies across mutual funds, ETFs, equities, fixed income and REITs. The firm may manage accounts on a discretionary basis, employs rebalancing and periodic reviews, and uses features such as dynamic currency hedging for international exposures; it also operates specific LPL programs including its own wrap program and an Optimum Market Portfolio that uses Optimum Funds Class I shares.

What distinguishes ADK from many peers is that the firm serves as both program sponsor and portfolio manager for its wrap fee offerings—an arrangement that is uncommon for similar team firms—and that many of its representatives are licensed insurance agents who may offer commission‑based insurance products, a practice the brochure discloses as a potential conflict of interest. ADK also provides back‑office services to other advisers and a range of LPL model and manager platforms (PWP, MWP, Manager Select), making its mix of sponsor, fiduciary plan services and advisor support notable for a firm of its size.

Client services

Financial planning Portfolio management

Expertise

Wealth management Active portfolio management Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

Occupation focus

Retired Founder/Business Owner Executive

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Fee options

Fixed

Fixed fees range from $250 to $4,000 for financial planning and consulting services

Percentage

$0+: Up to 2.5% annually (negotiable, tiering possible for Manager Select program) $10,000+: Up to 2.5% annually (Optimum Market Portfolio - OMP, minimum $10,000, may be waived) $25,000+: Up to 2.5% annually (Model Wealth Portfolios Program - MWP) $100,000+: Up to 2.5% annually (Manager Select Program - MS, may be tiered, negotiable)

Commissions

Clients may purchase investment products through LPL Financial on commission basis; no advisory fees charged in addition to commissions for such products

Project-based

Up to $600 per hour for consulting services

Other

Minimum fee: Financial planning fixed fees range from $250 to $4,000; hourly fees up to $600 per hour Fee-only: Advisory fees charged as percentage of AUM; also hourly and fixed fees for consulting/planning

Main office

See office

12935 N Outer Forty Dr, #101

Creve Coeur MO 63141

Advisors at this office

4

Most active in

Arizona · Arkansas · California · Colorado · Florida · Illinois · Indiana · Iowa · Kansas · Michigan · Minnesota · Missouri · Nebraska · New Hampshire · New Mexico · North Carolina · Ohio · Oregon · Pennsylvania · Tennessee · Texas · Vermont · Washington · Wisconsin

Also doing business as

Adk Wealth Advisory Group · Endeavor Wealth Management · Financial Planning World · Integral Wealth · Kraft, Davis & Associates, Inc. · Kraft, Davis & Associates, LLC · Steck Wealth Management

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

Samuel M

Series 66

St. Louis, MO

Adk Wealth Advisory Group

Samuel Miller is a financial advisor with Adk Wealth Advisory Group in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Kraft, Davis & Associates, LLC (doing business as ADK Wealth Advisory Group) since 2015 and has an ongoing association with LPL Financial since 2007. Outside of his advisory role, Miller serves as a notary public in Missouri, providing services without charge to clients, friends, and family. ADK Wealth Advisory Group is an SEC-registered investment adviser that offers fee-based investment management and financial planning primarily to individual and high-net-worth clients. The firm combines fundamental and technical analysis to manage portfolios across various asset classes and provides both discretionary and non-discretionary services, including retirement-plan advisory and customized planning, with investment programs delivered through LPL-sponsored platforms.

Wealth management Active portfolio management Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
user avatar

John S

Series 66

St. Louis, MO

Adk Wealth Advisory Group

John Sinak is a financial advisor with ADK Wealth Advisory Group in St. Louis, Missouri, holding the Series 66 designation and 22 years of industry experience. He has worked at Kraft, Davis and Associates since 2021 and has been with LPL Financial since 2012. ADK Wealth Advisory Group is an SEC-registered adviser providing fee-based investment management and financial planning primarily to individual and high-net-worth clients. The firm combines fundamental and technical analysis to manage portfolios across multiple asset classes, serving both discretionary and non-discretionary accounts with a range of specialized investment and advisory services.

Wealth management Active portfolio management Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
user avatar

Cory K

CFP®, Series 63

St. Louis, MO

Adk Wealth Advisory Group

Cory Kraft is a CFP® with 37 years of industry experience, currently serving at Adk Wealth Advisory Group in St. Louis, MO. He has worked with LPL Financial since 1998 and has been with Kraft, Davis and Associates, LLC, operating as ADK Wealth Advisory Group, since 2015. Outside of financial advising, he is a business owner of Brownstone LLC, an entity that owns an airplane. ADK Wealth Advisory Group is an SEC-registered investment adviser providing fee-based investment management and financial planning to individual and high-net-worth clients. The firm offers retirement-plan advisory, hourly consulting, and tailored planning services, combining fundamental and technical analysis to manage portfolios across various asset classes, including mutual funds, ETFs, equities, fixed income, and REITs.

Wealth management Active portfolio management Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
user avatar

Donald V

Series 66

Creve Coeur, MO

Adk Wealth Advisory Group

Donald Vaught is a financial advisor with Adk Wealth Advisory Group, holding a Series 66 designation and bringing 21 years of industry experience. He has been with Kraft, Davis and Associates, LLC (doing business as ADK Wealth Advisory Group) since 2015 and previously worked at LPL Financial in 2007. ADK Wealth Advisory Group is an SEC-registered investment adviser that serves individual and high-net-worth clients through fee-based investment management and financial planning. The firm manages portfolios using both fundamental and technical analysis across a variety of asset classes, offering discretionary management, rebalancing, and specialized services such as dynamic currency hedging.

Wealth management Active portfolio management Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
user avatar

Daniel D

Series 63

Franklyn, TN

Adk Wealth Advisory Group

Daniel Davis is a financial advisor with Adk Wealth Advisory Group, holding a Series 63 license and 38 years of industry experience. He has worked with LPL Financial since 1998 and has been with Kraft, Davis & Associates, LLC (doing business as ADK Wealth Advisory Group) since 2015. ADK Wealth Advisory Group is an SEC-registered investment adviser serving individual and high-net-worth clients, providing fee-based investment management and financial planning. The firm offers a range of services including retirement-plan advisory and tailored planning, managing portfolios using fundamental and technical analysis across various asset classes, and acting as both program sponsor and portfolio manager for its wrap fee offerings.

Wealth management Active portfolio management Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
View complete list of advisors at this firm
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