ADK WEALTH ADVISORY GROUP
SEC RegisteredAbout the firm
ADK Wealth Advisory Group is a client-centered financial firm co-founded by Dan Davis and Cory Kraf. The firm helps clients design and implement customized plans focused on pursuing life dreams and financial goals by providing quality guidance, education, and service with a personal relationship. The founders created ADK to avoid the pitfalls of proprietary products and to fully understand each client's situation before making recommendations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, retirement planning, tax planning, estate planning, protection planning (including life insurance, property and casualty insurance, and long-term care insurance), and planning for major life events such as education and special family situations.
Who they serve
Individuals pursuing financial goals and life dreams, retirees, families with special needs members, entrepreneurs, and small business owners.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 655 | $141M |
| High Net Worth Individuals | 540 | $619M |
| State/Municipal Entities | 6 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ADK WEALTH ADVISORY GROUP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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