Ketwich Capital LLC

Overview

Ketwich Capital LLC is an independent registered investment adviser that serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and educational workshops. The firm operates on a fee model that combines a percentage of assets under management with hourly and fixed-fee engagements, allowing it to tailor billing to a client’s needs and the scope of advice. Investment activity is equity‑centric: the firm shows a clear preference for exchange‑traded equities as the primary building block of client portfolios. Ketwich Capital appears to construct portfolios that prioritize listed equities and ETFs for core exposure while using mutual funds for selected sleeves. The firm is not an active ESG investor and does not present itself as a capital allocator or pension consultant; its practice is focused on direct client advice and discretionary portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices