Alexandria, VA N. Union St Office
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Craftwork Capital LLC
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Firm-wide stats for Craftwork Capital LLC
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.
Based on Craftwork Capital LLC
Expertise
Based on Craftwork Capital LLC
Location
201 N. Union St, Suite 110
Alexandria VA 22314
Advisors at this office
3
Advisors at this office
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.
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