A complete list of active advisors currently associated with Kathmere Capital Management, LLC

Warmer can help you find a great advisor at Kathmere Capital Management, LLC or one who fits your needs even better.

Kathmere Capital Management, LLC provides investment management, financial planning, family office services and retirement plan consulting to individuals (including high‑net‑worth clients) and institutional sponsors such as pension plans, endowments and foundations. The firm also acts as investment manager for pooled vehicles, most notably Kathmere Private Markets Fund 2024 LP, and manages client accounts on both discretionary and non‑discretionary bases. Kathmere uses a top‑down, model‑portfolio process overseen by an Investment Department and Investment Committee to set asset allocation targets across risk profiles, implementing portfolios primarily with ETFs and no‑load mutual funds while permitting individual securities, structured notes and private fund allocations as appropriate, with routine rebalancing and client‑level oversight. Clients work directly with Investment Adviser Representatives to define objectives and constraints, and custodial statements and periodic reports are used to monitor account activity and performance. Distinctive aspects disclosed in the brochure include the firm’s role as a private fund adviser and sponsor of the Kathmere Private Markets Fund 2024 LP — a pooled vehicle that charges performance‑based fees and yields GP fees and carried interest — and the related conflicts the firm describes when recommending fund investments or rollovers. The firm also discloses that certain associated persons are registered representatives of Purshe Kaplan Sterling Investments, Inc. and are licensed insurance agents, which can create referral, brokerage and commission conflicts, and it has expanded disclosures addressing cryptocurrency and artificial intelligence risks.

To learn more about the advisors currently working at Kathmere Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.