KLCM Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,777,470,741
Clients
625
Advisors
5
of 11 employees
About
KLCM Advisors, Inc. provides discretionary portfolio management to high‑net‑worth individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm manages separate accounts across value equity, balanced (value equity and fixed income), and fixed income strategies, generally using a $500,000 minimum with exceptions and stating it does not incorporate ESG criteria.
The firm emphasizes fundamental, value‑oriented equity research—focusing on cash flow, enterprise value, valuation, and identifying catalysts over a two‑ to three‑year horizon—and applies traditional credit analysis for fixed income. KLCM discloses the use of derivatives in some separately managed accounts (including covered‑call writing and other options strategies), calculates investment performance using custodian or independent pricing sources, and provides quarterly written investment reviews.
KLCM manages roughly $1.9 billion in discretionary assets with a small advisory team, producing a relatively high AUM per advisor compared with many peer team firms. The firm also relies on soft‑dollar research arrangements and participation in Schwab referral/support programs and discloses practices around trade execution and performance reporting—practices such as routinely using derivatives in SMAs and publicly reporting performance that are less common among similar firms.
Client services
Expertise
Fee options
Fixed fees may be charged as negotiated with clients; no specific amounts stated.
Account minimum: $500,000 Minimum fee: Fees are negotiable and can include fixed fees, but no specific minimum fee amount is stated.
Main office
330 E. Kilbourn Avenue, Suite 1050
Milwaukee WI 53202
Advisors at this office
5
Most active in
Alabama · Arizona · California · Colorado · Florida · Georgia · Illinois · Indiana · Michigan · Minnesota · New York · North Carolina · Texas · Wisconsin
Also doing business as
Kitzinger Lautmann Capital Management Inc · Klcm Advisors, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Quick links
Advisors at this firm
Neal C
Series 63, Series 65
Milwaukee, WI
KLCM Advisors, Inc.
Neal Coleman is a financial advisor at KLCM Advisors, Inc. in Milwaukee, WI. He holds Series 63 and Series 65 licenses and has 12 years of industry experience, including a long tenure at Wells Fargo Funds Distributor, LLC since 2013. KLCM Advisors, Inc. provides discretionary portfolio management to high-net-worth individuals and various institutional clients, focusing on value-oriented equity research and traditional credit analysis. The firm manages roughly $1.9 billion in assets, employing fundamental research and derivatives strategies within separately managed accounts.
Mark S
CFA®, Series 63
Milwaukee, WI
KLCM Advisors, Inc.
Mark Sailer is a CFA® charterholder affiliated with KLCM Advisors, Inc. in Milwaukee, WI, where he has worked since 2002. He holds the Series 63 designation and has two years of industry experience. KLCM Advisors, Inc. provides discretionary portfolio management to high-net-worth individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm focuses on fundamental, value-oriented equity research and traditional credit analysis, managing roughly $1.9 billion in assets with an emphasis on separate accounts across value equity, balanced, and fixed income strategies.
Katherine L
CFA®
Milwaukee, WI
KLCM Advisors, Inc.
Katherine Licau Gifford is a CFA® charterholder with three years of industry experience. She has been with KLCM Advisors, Inc. since 2004. KLCM Advisors, Inc. provides discretionary portfolio management to high-net-worth individuals, institutional clients, and charitable organizations. The firm employs a fundamental, value-oriented investment approach focused on equity research and traditional credit analysis, managing roughly $1.9 billion in assets with a small advisory team.
Carl F
Milwaukee, WI
KLCM Advisors, Inc.
Carl Fuda is a financial advisor at KLCM Advisors, Inc. in Milwaukee, WI, with 26 years of industry experience. He has been with Kitzinger, Lautmann Capital Management Inc. since 1998. KLCM Advisors, Inc. provides discretionary portfolio management to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm focuses on fundamental, value-oriented equity research and traditional credit analysis, managing roughly $1.9 billion in discretionary assets with a small advisory team.
James K
Series 63
Milwaukee, WI
KLCM Advisors, Inc.
James Kitzinger is a financial advisor at KLCM Advisors, Inc. in Milwaukee, WI, holding a Series 63 designation with 33 years of industry experience. He has been with KLCM Advisors since 1993. KLCM Advisors, Inc. provides discretionary portfolio management to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm focuses on fundamental, value-oriented equity research and traditional credit analysis, managing separate accounts across value equity, balanced, and fixed income strategies.
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