Ketwich Capital LLC
RIAState Registered
Total AUM
$28.4M
Discretionary
$28.4M
100% of AUM
Avg account
$535K
Accounts
53
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 288832
- Website
- www.ketwichcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI82.38%
- Individuals17.62%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Ketwich Capital LLC is an independent, owner-operated registered investment adviser that serves individual and family clients. The firm charges either a percentage of assets under management or fixed fees and provides financial planning, portfolio management for individuals and small businesses, and educational seminars/workshops. Ketwich reports a preference for equities and does not identify as an active ESG investor. It is not designated as a multi-state adviser and is organized as an LLC.
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
- Exchange Traded Equities74%
- Public Funds/Mutual Funds25%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Kdwallstreet Investment Advisor LLC
RIATopeka, KS
AUM $28.4MTEAM 2REPS 1
T.K.M. Financial Services, LLC
RIALouisville, KY
AUM $28.3MTEAM 1REPS 1
Masuda Lehrman Wealth
RIAAUM $28.4MTEAM 1REPS 1
Lotzer & Co,Inc.
RIAAUM $28.3MTEAM 1REPS 6
Pathway Financial Planning, Inc.
RIANewport News, VA
AUM $28.3MTEAM 1REPS 1
Oakview Wealth Solutions LLC
RIASaint Charles, MO
AUM $28.4MTEAM 1REPS 2