KAMKE INVESTMENT STRATEGIES INC.

RIASEC Registered
Total AUM
$80.1M
Discretionary
$80.1M
100% of AUM
Avg account
$729K
Accounts
110
Employees
2
Advisory reps
2

Firm details

Headquarters
CHARLOTTESVILLE, Virginia
CRD number
121713
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI80.77%
  • Individuals8.15%
  • Pension & Profit Sharing Plans5.97%
  • Charitable Organizations5.04%
  • Corporations / Businesses0.07%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Kamke Investment Strategies Inc. is a small, privately owned corporate RIA that provides portfolio management primarily for individuals and small businesses. The firm charges fees as a percentage of assets under management and reports an individual/family client base. Its advisory activity is focused on discretionary portfolio management rather than institutional consulting or multi-state advisory programs. Kamke does not identify itself as an active ESG investor and lists an accounting affiliation among its industry connections.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 73%, Cash & Cash Equivalents 11%, US Government Bonds 9%, Investment Grade Corp Bonds 5%, Exchange Traded Equities 2%73%
  • Public Funds/Mutual Funds73%
  • Cash & Cash Equivalents11%
  • US Government Bonds9%
  • Investment Grade Corp Bonds5%
  • Exchange Traded Equities2%

Contacts

2 of 2
  • Paul Kamke

    Investment Advisor RepresentativeCRD 7821043

  • PAUL KAMKE

    ​Senior PartnerCRD 4561729

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHARLOTTESVILLE, VA

ALBEMARLE

Location

CHARLOTTESVILLE, VA

Headquartered in CHARLOTTESVILLE, VA, in the South of the United States.

Region
South
County
ALBEMARLE
Address
2119 Berkmar Dr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth