PORTER KICKHAM

Overview

Porter Kickham is an independent registered investment adviser that serves individual and family clients through fee-based wealth management and financial planning. The firm’s investable focus centers on public funds and mutual funds as its primary vehicle, supplemented by selected allocations to third‑party alternative managers. Porter Kickham charges clients on a percentage-of-AUM basis and presents as a boutique RIA that leans on external managers rather than operating as a capital allocator. Advisory activities emphasize personalized financial planning and portfolio management for individuals and small businesses. The firm is not positioned as an ESG-focused manager and is not registered as a multi-state adviser, indicating a largely local or single-state client footprint and compliance posture. Porter Kickham also maintains an insurance company affiliation that can factor into planning and risk-management recommendations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices