Ketwich Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$28,357,307
Clients
20
55% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
20
TypicalAverage account size
$1,417,865
About
Ketwich Capital provides investment management and financial planning to individuals, high-net-worth clients, corporations, and charitable organizations. The firm offers continuous portfolio management, comprehensive financial planning, and periodic educational seminars and speaking engagements.
The adviser generally implements passive investment strategies, building diversified portfolios with index mutual funds and exchange-traded funds and aligning allocations to each client’s investment policy statement. Clients receive ongoing planning support through a retainer-style engagement with regular reviews and monitoring of the financial plan.
Ketwich Capital is a founder-led practice that reports roughly $27.2 million in discretionary assets under management for a small client base of about 20 accounts. The firm’s work with charitable organizations and its provision of public and organizational seminars are uncommon among peers, and the principal’s Certified Kingdom Advisor and Relational Wealth credentials indicate additional experience working with faith-based, mission-oriented, and relational planning issues.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
Retirement income strategy
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
Fee options
Financial Planning Fixed Fee ranges between $500 and $5,000 (negotiable)
$500,000 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.55% $10,000,001 - Above: 0.50%
$250 per hour (standard hourly fee for seminars preparation)
Comprehensive Financial Planning ongoing fee $150-$500 per month, paid monthly in advance, plus upfront charge $1,000-$2,500
Account minimum: $500,000
Main office location
Ketwich Capital LLC
Malvern PA, United States
Number of offices
1
Most active in
Ketwich Capital LLC has reported serving >5 clients in these states in the last 12 months.
California · New York · Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
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