Kedrec LLC

RIAState Registered

Total AUM

$33.9M

Discretionary

$28.8M

85% of AUM

Avg account

$135K

Accounts

252

Employees

1

Advisory reps

3

Firm details

Headquarters: Overland Park, Kansas
CRD number: 324024
Website: www.kedrec.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI54.94%
Individuals45.06%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Kedrec LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individuals and families and combines advisory services—financial planning and portfolio management for individuals, small businesses, and institutions—with insurance brokerage activity. Its fees are a mix of percentage-of-AUM billing, hourly charges, and fixed fees. Kedrec reports registrations in Kansas, Missouri and Texas and does not identify as an ESG-focused manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds71%
Exchange Traded Equities27%
US Government Bonds2%

Contacts

3 of 3

Austin Klarin
Private Client AdvisorCRD 6484624
Michael Decker
Managing MemberCRD 6518071
Marcus Scott
Investment Adviser RepresentativeCRD 7634827

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Overland Park, KS

Johnson

Location

Overland Park, KS

Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area: Kansas City-Overland Park-Kansas City, MO-KS
Region: Midwest
County: Johnson
Address: 9393 W 110th St
Time zone: CT (UTC-6)
Office locations

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