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KATHMERE CAPITAL MANAGEMENT, LLC
CRD 305118 · SEC 801-117215
435 DEVON PARK DRIVE, SUITE 715, WAYNE, PA, 19087, United States
Phone
610-989-3900
Fax
610-989-3939
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.48B
Discretionary AUM
$3.47B
Team
24 total employees; 15 advisory reps; 63 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 472 | $453.4M |
| High net worth individuals | 278 | $1.79B |
| Pooled investment vehicles | 1 | $748 |
| Pension/profit sharing plans | 66 | $936.1M |
| Charitable organizations | 6 | $25.5M |
| Corporations/business entities | 19 | $271.2M |
States served
CA, CO, DE, GA, LA, MD, NV, NJ, NY, NC, PA, SC, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD