KLOCKE CAPITAL GROUP, LLC

RIASEC Registered
Total AUM
$98.5M
Discretionary
$87.6M
89% of AUM
Avg account
$446K
Accounts
221
Employees
1
Advisory reps
1

Firm details

Headquarters
PALM BEACH, Florida
CRD number
156160
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 57%, Exchange Traded Equities 18%, US Government Bonds 11%, Derivatives 6%, Cash & Cash Equivalents 5%, Public Funds/Mutual Funds 2%, State & Local Bonds 1%57%
  • Non-Exchange Traded Equities57%
  • Exchange Traded Equities18%
  • US Government Bonds11%
  • Derivatives6%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • MATTHEW KLOCKE

    PresidentCRD 2912243

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth