Kathmere Capital Management, LLC
Firm details
- Headquarters
- Wayne, Pennsylvania
- CRD number
- 305118
- Registered since
- August 22, 2019
- Website
- www.kathmere.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI51.52%
- Pension & Profit Sharing Plans26.91%
- Individuals13.03%
- Corporations / Businesses7.8%
- Charitable Organizations0.73%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Kathmere Capital Management, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm offers financial planning and portfolio management for individuals, small businesses, and institutions, and provides pension consulting and selection-of-other-advisers services. Its business mix also includes insurance brokerage. Kathmere charges a mix of percentage-of-AUM, fixed, and performance-based fees and describes itself as an active ESG investor.
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
- Public Funds/Mutual Funds69%
- Exchange Traded Equities24%
- Private Funds5%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
Nicholas Ryder
Chief Investment OfficerCRD 5569802
Amy King
Chief Operating OfficerCRD 5175433
Contacts
3 of 15
Nicholas Olesen
Principal, Senior Wealth AdvisorCRD 5103822
Kevin McDermott
PrincipalCRD 4349561
Clare Diamond
Wealth Management AdvisorCRD 6209421
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 199Active vs passive
$1.3B in ETFs
86%
$1.1B
12%
$177M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI USA VALUE FACTOR ETF (VLUE) | BlackRock | Passive | Large Value | $85.4M | 427,319 | 6.82% |
Location
Wayne, PA
Delaware
Location
Wayne, PA
Headquartered in Wayne, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Delaware
- Address
- 993 Old Eagle School Rd
- Time zone
- ET (UTC-5)
- Office locations
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