KEDREC LLC

Overview

Kedrec LLC is an independent registered investment adviser that serves individual and family clients with a mix of financial planning and portfolio management services. The firm operates as an insurance broker in addition to delivering fee-based advisory work, and it charges clients via percentage of AUM, hourly fees, and fixed-fee arrangements. On the investment side, Kedrec favors pooled public vehicles—primarily mutual funds—and pairs those with allocations to third-party alternative managers when appropriate. Its client base and service set suggest a focus on personalized wealth management for smaller family groups and individuals rather than large institutions. Advisory capabilities include financial planning and discretionary and non-discretionary portfolio management for individuals, small businesses and business/institutional clients. The firm’s activity profile and custodial relationships indicate a practical, advisor-led approach that leans on outsourced investment managers and mutual fund sleeves for core public-market exposure, supplemented by selectively sourced private market and energy-oriented opportunities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices