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KLOCKE CAPITAL GROUP, LLC
CRD 156160 · SEC 801-72111
324 ROYAL PALM WAY, SUITE 208, PALM BEACH, FL, 33480, United States
Phone
(877) 991-7161
Fax
(561) 922-3223
Registration
— (—)
Source
State registered
Total AUM
$98.5M
Discretionary AUM
$87.6M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
Yes
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 68 | $16.5M |
| High net worth individuals | 16 | $62.1M |
| Pension/profit sharing plans | 14 | $10.8M |
| Charitable organizations | 3 | $1.6M |
| Corporations/business entities | 6 | $7.5M |
All web addresses on file
Official SEC filing: View on IAPD