KATHMERE CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2019

Total AUM

$3.5B

Discretionary

$3.5B

100% of AUM

Avg account

$1.3M

Accounts

2,684

Employees

Advisory reps

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

FINTRX

Overview

Kathmere Capital Management, LLC is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2019. The firm acts as a capital allocator for both wealthy individuals and families as well as institutional clients, combining financial planning and discretionary portfolio management with services for small businesses and institutions. Advisory offerings explicitly include portfolio management, pension consulting, selection of other advisers, and financial planning; the firm also operates as an insurance broker. Kathmere uses a mix of fee arrangements — percentage of AUM, fixed fees, and performance-based fees — indicating flexibility in client billing and the ability to structure fees for advisory mandates and certain private strategies. The firm identifies as an active ESG investor, and its business model includes allocating to third-party external managers rather than relying solely on internally managed proprietary vehicles.