Craig Duvarney, Cfp is an SEC registered investment adviser organized as a sole proprietorship. Its latest Form ADV filing, dated January 14, 2026, reports $371M in regulatory assets under management, 1 employee, and 681 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 78.9% of total clients.
Top client categories% of clientsClients
1
HNWI
78.9%
120
2
Individuals
21.1%
32
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$371Mas of January 14, 2026
Discretionary99.3%
$368M
99% of total RAUM99.3%
Non-discretionary0.7%
$3M
1% of total RAUM0.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$371M
Total Accounts681
10Y AUM Change+$240M (+183.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee152:1
10Y Employee Change0 (0.0%)
* 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.