Kamke Investment Strategies Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary investment supervisory services to individuals (including high‑net‑worth clients), trusts, estates, pension and profit‑sharing plans, and small businesses. It manages roughly $80 million for a limited client roster and focuses on personalized portfolio management for individual accounts.
The firm’s investment process combines fundamental and technical analysis, mutual fund and ETF evaluation, and a mix of long‑term, short‑term and trading strategies, with the use of margin or direct‑purchase fixed income where appropriate; accounts are reviewed at least quarterly. It generally recommends an institutional custody and brokerage platform that supplies trading, research and back‑office services, but clients direct brokerage and the adviser does not negotiate trade‑by‑trade commissions.
A noteworthy feature is the firm’s affiliation with an accounting practice: both advisory principals are licensed CPAs and partners in the affiliated accounting firm, which may perform clerical tasks for the adviser and to which clients may be referred for separate accounting or tax services (the brochure discloses this creates an inherent conflict of interest and that clients are under no obligation to use the accounting firm). The firm also operates with a small number of clients relative to its assets under management, discloses that it will not vote client proxies, and permits cross‑referrals between the affiliated firms without interfirm referral fees.
Client services
Expertise
Fee options
$0 - $300,000: 1.25% $300,000 - $2 million: 1.00% $2 million - $4 million: 0.75% $4 million+: 0.50%
Account minimum: $200,000 Fee-only: Annual fees charged as a percentage of assets under management according to tiered schedule; no commissions or performance-based fees.
Main office
2119 Berkmar Drive, Suite C
Charlottesville VA 22901
Advisors at this office
2
Most active in
New York · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Paul K
Series 65
Charlottesville, VA
Kamke Investment Strategies Inc.
Paul Kamke is a financial advisor at Kamke Investment Strategies Inc. in Charlottesville, VA, holding a Series 65 designation with two years of industry experience. He is also a partner at Kamke & Daley, LLP, a CPA firm. Prior to his current roles, he worked at Ernst & Young for four years. Kamke Investment Strategies Inc. provides discretionary investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, and small businesses, managing approximately $80 million for a limited client roster. The firm employs a blend of fundamental and technical analysis with a variety of investment strategies and maintains an affiliation with an accounting practice through its principals, who are licensed CPAs.
Paul K
Series 65
Charlottesville, VA
Kamke Investment Strategies Inc.
Paul Kamke is a Series 65-licensed financial advisor with 11 years of industry experience. He is a partner in Kamke & Daley LLP, a CPA firm serving high-net-worth clients since 1999, and has operated Kamke Investment Strategies Inc. since 1996. Outside of his advisory and accounting work, he is the sole proprietor of Rockland Travel & Cruises, a travel business established in 1991. Kamke Investment Strategies Inc. provides discretionary investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, and small businesses. The firm manages approximately $80 million with a focus on personalized portfolio management for a limited client roster, employing a mix of fundamental and technical analysis alongside various investment strategies.
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