Craftwork Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$101,092,611
Clients
163
Advisors
4
across 2 offices
About
Craftwork Capital primarily serves individual and high-net-worth clients, as well as trusts, estates, and employer-sponsored retirement plans. The firm provides financial planning, discretionary portfolio management, and access to third‑party web-based platforms (including the Zoe Financial digital wealth platform and the Betterment at Work retirement platform).
The firm builds individualized portfolios using model portfolios and separately managed account options available through custodial platforms, including direct indexing strategies; it monitors accounts continuously, rebalances as needed, and offers ongoing plan maintenance and targeted financial planning engagements. Craftwork Capital generally manages assets on a discretionary basis and documents client objectives, risk tolerance, and liquidity needs to guide portfolio construction and periodic reviews.
Compared with many peers, Craftwork Capital discloses the use of borrowing and derivatives within separately managed accounts—its brochure references margin, short selling, and options strategies and explains assistance with securities‑backed lines of credit (SBLOCs) and the attendant conflicts and risks. The firm also notes use of AI tools for service delivery and meeting transcription and participates in multiple digital custody/management arrangements (Zoe/Apex and Betterment), which together represent less common features for firms in this supported category.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial planning fixed fees typically from $500 to $8,000.
$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
Up to $300/hour for ongoing financial plan maintenance billed in 15-minute increments.
Account minimum: $500,000 Fee-only: Financial planning fixed fees ranging from $500 to $8,000; hourly fees up to $300/hour for plan maintenance.
Main office
See office201 N. Union St, Suite 110
Alexandria VA 22314
Advisors at this office
3
Offices (2)
Most active in
California · District of Columbia · Florida · Illinois · Maryland · New York · North Carolina · Pennsylvania · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
Quick links
Advisors at this firm
Ross A
CFP®, Series 66
Alexandria, VA
Craftwork Capital LLC
Ross Anderson is a CFP® with 18 years of industry experience and is currently with Craftwork Capital LLC, where he has worked since 2020. Prior to that, he spent six years at Motley Fool Wealth Management. Outside of financial services, he is the owner of Anderson Entertainment, a DJ services business he has operated since 2001. Craftwork Capital primarily serves individual and high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm offers financial planning, discretionary portfolio management, and access to third-party digital platforms, utilizing model portfolios, separately managed accounts, and AI tools to support portfolio construction and ongoing management.
Daniel M
CFP®, Series 66
Alexandria, VA
Craftwork Capital LLC
Daniel Messeca is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Craftwork Capital LLC since 2020. Prior to this, he worked at Motley Fool Wealth Management, LLC for six years. He is also the co-founder and Director of Finance at Blue Crab Brewing Company, Inc., a manufacturing business he has been involved with since 2015. Craftwork Capital primarily serves individual and high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm offers financial planning and discretionary portfolio management, utilizing model portfolios, separately managed accounts, and digital wealth platforms while employing borrowing, derivatives, and AI tools in its investment approach.
Matthew T
CFP®, Series 66
Alexandria, VA
Craftwork Capital LLC
Matthew Trogdon is a Certified Financial Planner® (CFP®) with seven years of industry experience. He currently works at Craftwork Capital LLC and has previously been employed at Motley Fool Asset Management and Capital Investment Advisors, among others. In addition to his advisory role, he teaches financial literacy workshops through the Babson Financial Literacy Project and writes articles on financial planning for The Humble Dollar website. Craftwork Capital primarily serves individual and high-net-worth clients, as well as trusts, estates, and employer-sponsored retirement plans. The firm offers financial planning, discretionary portfolio management, and access to digital wealth platforms, using model portfolios and separately managed accounts with continuous monitoring and rebalancing.
Cristina M
Series 65
Alexandria, VA
Craftwork Capital LLC
Cristina Munteanu is a financial advisor at Craftwork Capital LLC with a Series 65 designation and one year of industry experience. Prior to joining Craftwork Capital, she worked at Motley Fool Wealth Management, LLC for several years in various roles. Craftwork Capital primarily serves individual and high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm offers financial planning, discretionary portfolio management, and access to third-party digital wealth platforms, employing model portfolios and separately managed accounts that include strategies such as direct indexing.
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