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 is a multi-team registered investment adviser managing roughly $3.47 billion in discretionary assets for about 750 clients. It serves individuals (including high-net-worth clients), trust and institutional clients, and retirement plans, delivering discretionary portfolio management alongside financial planning, retirement-plan consulting, and family-office services. The firm follows a top-down, model-portfolio approach that sets asset-allocation targets and implements them primarily with ETFs and no‑load mutual funds, with periodic rebalancing and reviews at the model, account and client levels. In addition to traditional portfolios, Kathmere advises pooled private investment vehicles, including a private markets fund, and discloses that certain client investments involve performance-based compensation and carried-interest arrangements. Kathmere’s brochure highlights several practices that are less common among peers: some personnel also act as registered representatives of an unaffiliated broker‑dealer and as licensed insurance agents, creating potential conflicts of interest around product recommendations, rollovers and insurance sales. The firm also discloses use of AI tools (including meeting transcription/recording options) and added specific risk disclosures for cryptocurrency and AI, and describes processes intended to manage the resulting conflicts.
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.
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