Klcm Advisors, Inc.
Firm details
- Headquarters
- Milwaukee, Wisconsin
- CRD number
- 107847
- Registered since
- March 11, 1993
- Website
- klcminc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI88.27%
- Individuals6.43%
- Corporations / Businesses3.96%
- Other1.16%
- Pension & Profit Sharing Plans0.14%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Klcm Advisors, Inc. is an SEC-registered advisory corporation (since 1993) that serves both individual/family clients and institutional clients. The firm provides discretionary portfolio management for individuals, small businesses, and institutions, and charges a mix of percentage-of-AUM and fixed fees. Klcm identifies as an active ESG investor, and its stated asset preference is equities. The firm is owner-operated and does not present itself as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities58%
- Investment Grade Corp Bonds18%
- Cash & Cash Equivalents9%
- Public Funds/Mutual Funds8%
- Non-Investment Grade Corp Bonds6%
Owners & executives
2 of 2
James Kitzinger
CEO and FounderCRD 2007554
Carl Fuda
Principal & COOCRD 4359846
Contacts
3 of 4Jack Kitzinger
AnalystCRD 8052797
Mark Sailer
Research Analyst, PrincipalCRD 4540090
Katherine Licau Gifford
PrincipalCRD 6465260
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 84Active vs passive
$135M in ETFs
93%
$126M
1%
$9.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $20.9M | 27,996 | 15.47% |
Location
Milwaukee, WI
Milwaukee
Location
Milwaukee, WI
Headquartered in Milwaukee, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Milwaukee
- Address
- 330 E Kilbourn Ave
- Time zone
- CT (UTC-6)
- Office locations
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