ALKEME INVESTMENTS LLC

Overview

Alkeme Investments LLC is an SEC-registered limited liability company that combines advisory services with insurance brokerage activity. The firm is set up to serve individuals and small businesses through financial planning, portfolio management and the selection of other advisers, and it functions as a capital allocator that places client capital with third-party managers. Alkeme signals an emphasis on ESG integration, which suggests the firm applies environmental, social and governance criteria when screening managers and securities or when constructing model allocations. The firm’s revenue and engagement model is mixed: it offers fee-based advice using percentage-of-AUM billing for discretionary portfolio relationships while also retaining hourly and fixed-fee options for planning work. As an insurance broker by business activity, Alkeme also can place annuity and insurance products as part of client solutions. The entity is registered with the SEC in 2024 but is not flagged as a multi-state adviser; it is structured as a domestic entity with individual ownership and reports related-adviser relationships, indicating affiliation with at least one other advisory or financial services entity.

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