KLOCKE CAPITAL GROUP, LLC
Firm details
- Headquarters
- PALM BEACH, Florida
- CRD number
- 156160
- Website
- www.klockecapital.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI63.05%
- Individuals16.75%
- Pension & Profit Sharing Plans10.96%
- Corporations / Businesses7.58%
- Charitable Organizations1.66%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Klocke Capital Group, LLC is a privately held limited liability company that provides portfolio management primarily for individuals and small businesses. The firm serves both individual/family and institutional clients and charges fees based on a percentage of assets under management. Its business is run by an individual owner and the adviser is classified as unclassified in the available snapshot. Klocke Capital Group does not identify as an active ESG investor, is not a multi‑state adviser, and does not act as a pension consultant or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Non-Exchange Traded Equities57%
- Exchange Traded Equities18%
- US Government Bonds11%
- Derivatives6%
- Cash & Cash Equivalents5%
Contacts
1 of 1MATTHEW KLOCKE
PresidentCRD 2912243
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PALM BEACH, FL
PALM BEACH
Location
PALM BEACH, FL
Headquartered in PALM BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 324 Royal Palm Way
- Time zone
- ET (UTC-5)
- Office locations
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