Bank / Wealth / Trust

Updated:

Kraft Asset Management

Kraft Asset Management was founded in 2001 and is headquartered in Nashville, Tennessee. The firm operates as a registered investment adviser providing wealth...

Kraft Asset Management logo

Kraft Asset Management

Kraft Asset Management was founded in 2001 and is headquartered in Nashville, Tennessee. The firm operates as a registered investment adviser providing wealth management, estate planning, and tax planning services to individuals, high-net-worth families, trusts, and small businesses. Its client base reflects a traditional private-wealth practice rooted in the local Nashville market rather than a multi-family office aggregating ultra-high-net-worth capital from across the country. The firm's investment services are delivered through individually managed accounts and advisory relationships, not commingled fund vehicles. Its stated focus spans asset allocation, retirement planning, and risk management for private clients. Kraft does not publicly disclose discrete investment strategies, direct deal activity, or private market commitments. The absence of a public track record in venture, private equity, or real assets suggests a portfolio weighted toward publicly traded securities, fixed income, and cash-management solutions typical of a trust-and-estate planning shop. Kraft Asset Management does not publish team headcount, assets under management, or the identities of its investment committee. The firm's ADV filings with the SEC, required of all registered investment advisers, remain the primary source for its regulatory disclosures. Without a public-facing website beyond a single landing page, the firm's recruiting footprint, institutional relationships, and growth trajectory are not visible to outside allocators. Structurally, Kraft Asset Management differs from the institutional family offices and multi-strategy platforms that dominate Nashville's growing financial ecosystem — it is a locally focused RIA that appears built around a single fiduciary principal or small partnership, where client relationships are managed directly by the adviser rather than through a layered investment committee.

General information

Firm type

Bank / Wealth / Trust

Year founded

2001

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Nashville

Corporate office

Nashville, TN, United States

Frequently asked questions

How is Kraft Asset Management structured and regulated?

Kraft Asset Management operates as a registered investment adviser (RIA) and is subject to fiduciary standards under the Investment Advisers Act of 1940. As an RIA, the firm must file Form ADV with the SEC, disclosing its services, fee structure, disciplinary history, and conflicts of interest. The firm's Nashville headquarters and its regulatory status place it within the traditional private-wealth advisory channel rather than the institutional asset management sector.

Does Kraft Asset Management manage pooled investment vehicles or private funds?

There is no public indication that Kraft Asset Management sponsors hedge funds, private equity funds, or other commingled investment vehicles. Its advisory model appears built around separately managed accounts and financial planning relationships for individuals and small businesses, typical of a trust-and-estate planning RIA.

What types of clients does Kraft Asset Management serve?

Per the firm's regulatory profile, Kraft Asset Management serves individuals, high-net-worth individuals, trusts, and small businesses. The client mix suggests a local private-wealth practice focused on estate planning, tax advisory, and retirement planning rather than institutional consulting or endowment management.

Does Kraft Asset Management disclose its assets under management or investment performance?

No. Kraft Asset Management does not publicly disclose its regulatory assets under management, investment track record, or portfolio composition. Its Form ADV filing, accessible through the SEC's Investment Adviser Public Disclosure database, contains the firm's official disclosures but may not include performance data.

What is Kraft Asset Management's geographic focus?

Kraft Asset Management is headquartered in Nashville, Tennessee, and serves clients from a single office. While its advisory services are available to clients in multiple states where the firm is registered, its client base is likely concentrated in Middle Tennessee, consistent with the profile of a locally oriented private-wealth practice.

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.

Need institutional-grade insight on asset managers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

More Nashville Bank / Wealth / Trust profiles