Daniel Carl Davis
Investment adviser representative at Adk Wealth Advisory Group
28 yearsExperience
3 statesRegistered in
$768.5MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
28 years in the industry.
- Adk Wealth Advisory GroupJun 2015 to now
- Kraft, Davis & Associates, LLC (dba: Adk Wealth Advisory Group)Jun 2015 to now
- LPL Financial LLCFeb 1998 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
State registrations
Registered as an investment adviser representative in 3 states (MO, TN, TX).
Adk Wealth Advisory Group
Legal name: Kraft, Davis & Associates, LLC
$768.5MAssets managed
1,208Clients
5Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1846079
- Firm CRD
- 175085