BRAINTREE, MACRD 126869Latest ADV February 12, 2026
Kraematon Investment Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Braintree, MA. Its latest Form ADV filing, dated February 12, 2026, reports $202M in regulatory assets under management, 2 employees, and 476 accounts.
Assets Under Management
$202M
Employees
2
Offices
--
Total Clients
173
Primary office
BRAINTREE, MA
25 BRAINTREE HILL OFFICE PARK, SUITE 200, BRAINTREE, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 52.0% of total clients.
Top client categories% of clientsClients
1
Individuals
52.0%
90
2
HNWI
48.0%
83
Categories with <5 clients
FRATERNAL ORGANIZATION<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$202Mas of February 12, 2026
Discretionary100.0%
$202M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$202M
Total Accounts476
10Y AUM Change+$92M (+83.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee87:1
10Y Employee Change-2 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.