A complete list of active advisors currently associated with Craftwork Capital LLC
Warmer can help you find a great advisor at Craftwork Capital LLC or one who fits your needs even better.
Craftwork Capital serves individual and high‑net‑worth clients as well as trusts, estates, charitable organizations, and business entities, offering financial planning, consulting, and discretionary portfolio management. The firm also provides employer‑sponsored retirement plan advisory services through the Betterment at Work program and offers web‑based portfolio management via the Zoe Financial digital wealth platform. The firm implements tailored investment strategies based on client objectives and risk tolerances, typically using model portfolios, direct indexing, and automated rebalancing tools; Zoe/Apex technology is used to support some discretionary accounts. Its disclosed strategies include use of options and margin, and the firm documents its role in arranging securities‑backed lines of credit and other derivative exposures, with continuous monitoring and at least annual formal reviews. Notably, Craftwork Capital expressly uses borrowing and derivatives within separately managed and platform strategies—practices that are relatively uncommon among similar supported firms. With three advisors managing roughly $102 million and a mix of platform relationships (Zoe/Apex and Betterment), the firm combines small‑team advisory coverage with technology‑enabled portfolio execution and disclosure around AI use and the risks of direct indexing and SBLOCs.
To learn more about the advisors currently working at Craftwork Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Alexandria, VA
| 17
| |
Alexandria, VA
| 15
| |
Alexandria, VA
| 6
|
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