Kfico, LLC Registered Investment Advisor

Overview

Kfico, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm operates as a capital allocator, meaning it constructs portfolios using a mix of internally managed positions and allocations to third-party managers and funds. Its advisory services include financial planning, portfolio management for individuals and small businesses, manager selection, and client education through seminars and workshops. Kfico charges clients via a combination of AUM-based fees, hourly fees, and fixed fees. The firm is not positioned as an ESG investor and does not describe itself as a multi-state adviser. It maintains an industry affiliation with an insurance company, which aligns with its use of annuities among investment options.

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Public Holdings

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Location & Offices