Kathmere Capital Management, LLC
Firm details
- Headquarters
- Wayne, Pennsylvania
- CRD number
- 305118
- Registered since
- August 22, 2019
- Website
- www.kathmere.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI51.52%
- Pension & Profit Sharing Plans26.91%
- Individuals13.03%
- Corporations / Businesses7.8%
- Charitable Organizations0.73%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Kathmere Capital Management, LLC is an independent registered investment adviser that began SEC registration in 2019. The firm operates as a limited liability company with ownership identified as a combination of a domestic entity and an individual. Kathmere positions itself as a capital allocator serving both individual and family clients as well as institutional relationships. It provides financial planning and a range of portfolio management services for individuals, small businesses and institutions, and it also advises on selection of other advisers. The firm performs insurance brokerage in addition to advisory work, charges fees based on a percentage of AUM as well as fixed and performance-based fees, and identifies as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Exchange Traded Equities24%
- Private Funds5%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
Nicholas Ryder
Chief Investment OfficerCRD 5569802
Amy King
Chief Operating OfficerCRD 5175433
Contacts
3 of 16
Nicholas Olesen
Principal, Senior Wealth AdvisorCRD 5103822
Kevin McDermott
PrincipalCRD 4349561
Clare Diamond
Wealth Management AdvisorCRD 6209421
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 198Active vs passive
$1.4B in ETFs
86%
$1.2B
12%
$191M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI USA VALUE FACTOR ETF (VLUE) | BlackRock | Passive | Large Value | $91.1M | 460,054 | 6.72% |
Location
Wayne, PA
Delaware
Location
Wayne, PA
Headquartered in Wayne, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Delaware
- Address
- 993 Old Eagle School Rd
- Time zone
- ET (UTC-5)
- Office locations
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