Bank / Wealth / TrustRIA · CRD 126869SEC-Registered

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Kraematon Investment Advisors

Founded in 1997 and headquartered south of Boston, Kraematon Investment Advisors is a registered investment advisor serving individuals, high-net-worth...

Kraematon Investment Advisors logo

Kraematon Investment Advisors

Founded in 1997 and headquartered south of Boston, Kraematon Investment Advisors is a registered investment advisor serving individuals, high-net-worth families, and institutions. The firm's mandatory RIA registration, on file with the SEC, imposes a legal obligation to place client interests first — a structural feature that distinguishes it from broker-dealers operating under a suitability standard. Kraematon's client base draws primarily from the Greater Boston corridor, a market dense with legacy industrial wealth and a generation of technology and healthcare liquidity. The firm provides financial planning, investment planning, and portfolio management across a mix of public equities, fixed income, and third-party alternative fund allocations. Kraematon constructs bespoke portfolios for each client rather than operating a single house strategy, a posture more consistent with private-client wealth management than institutional asset management. The geographic concentration in eastern Massachusetts creates a referral flywheel tied to regional law firms, accountants, and business exits, though the firm has not publicly disclosed the structure of any co-investment vehicles, direct private deals, or limited partnership interests. Kraematon's operational scale remains opaque — the firm does not publish assets under management, headcount, or named investment personnel on its public-facing website. No philanthropic foundations, real estate operating arms, or adjacent membership vehicles such as Tiger 21 or YPO have been publicly linked to the firm's principals. Kraematon's structural bet is fiduciary depth over brand scale. In a market where consolidating RIAs chase institutional capital and national brands, a suburban Boston RIA with no disclosed AUM is choosing deliberate obscurity — serving as a family-office surrogate for clients who value a direct, regulatory-bound relationship over a recognized marquee name. That architecture depends entirely on principal longevity and local trust, a model that works indefinitely until it doesn't, which is typically a succession question rather than a competitive one.

General information

Firm type

Bank / Wealth / Trust

Year founded

1997

Location

Region

North America

Country

United States

City

Braintree

Corporate office

Braintree, MA, United States

Frequently asked questions

What is the fiduciary posture of Kraematon Investment Advisors?

Kraematon is a registered investment advisor, which legally binds the firm to a fiduciary standard under the Investment Advisers Act of 1940. This means the firm must act in the best interests of its clients, disclose conflicts, and seek best execution on trades. The RIA registration is publicly verifiable through the SEC's Investment Adviser Public Disclosure database.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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