Kathmere Capital Management, LLC
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Overview
Kathmere Capital Management, LLC is a financial advisory firm based in Wayne, Pennsylvania. Kathmere Capital Management, LLC oversees $1.3 billion in total assets across 1,733 accounts, placing it among the larger financial advisory firms in the country by assets under management (AUM). Kathmere Capital Management, LLC has a small team, including 13 financial advisors. Kathmere Capital Management, LLC does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are defined as tradable financial assets such as stocks, options and bonds.
Kathmere Capital Management, LLC oversees 1,723 of the firm's client assets in a discretionary manner. Discretionary management is a structure in which buy and sell choices are made by an investment advisor without needing to seek the client's authorization. The company also administers 10 non-discretionary accounts with a total of $2.3 million in assets. The firm's typical account size is $734,522. The typical financial advisor at Kathmere Capital Management, LLC oversees about 133 client accounts.
The firm's headquarters is at 435 Devon Park Drive, Wayne, Pennsylvania 19087. Kathmere Capital Management, LLC is registered to provide services to clients across 15 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Kathmere Capital Management, LLC by the Numbers
$1.3 billion
17
1,733
$734.5 thousand
Products and Services
Kathmere Capital Management, LLC offers a variety of services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. In the past fiscal year, it provided financial planning services to 11-25 of its accounts. The company is involved in selling products or offering services different than investment advice to its clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advice usually depend on the services provided. However, fee types charged by the company most likely include the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
Kathmere Capital Management, LLC does business with a broad range of investors. Kathmere Capital Management, LLC caters to retail investors, high net worth investors, pension plans, charitable organizations and corporations. Out of its 1,733 accounts, Kathmere Capital Management, LLC's largest client type is retail investors, though it also serves 208 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's customers reside abroad.
- High-Net-Worth Individuals* - 33.49%
- Other Individuals - 54.11%
- Corporations - 11.43%
- Charitable Organizations - 0.97%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Kathmere Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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