KCR WEALTH MANAGEMENT, LLC

Overview

KCR Wealth Management, LLC is an independent, owner-operated registered investment adviser that focuses on financial planning and discretionary portfolio management for individual and family clients, including small-business owners. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees and operates as a hands-on advisor rather than a capital allocator or pension consultant. From an investment standpoint, KCR shows a clear preference for pooled public vehicles—primarily mutual funds and public funds—using those instruments as the backbone of client portfolios. The adviser does not self-identify as an active ESG investor and conducts its business on a scale that concentrates on personalized relationships rather than institutional mandates. KCR runs its investment programs on a discretionary basis for the vast majority of clients, positioning the firm to implement model-driven or advisor-directed allocations without seeking client approval for each trade. That approach supports streamlined decision-making and allows the firm to maintain a concentrated set of investment vehicles across client accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices