Kcd Financial, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Green Bay, WI. Its latest Form ADV filing, dated March 9, 2026, reports $202M in regulatory assets under management, 29 employees, 17 offices, and 1,259 accounts.
Assets Under Management
$202M
Employees
29
Offices
17 offices
Total Clients
1,257
Primary office
GREEN BAY, WI
3061 ALLIED STREET, SUITE B, GREEN BAY, WI, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 98.2% of total clients.
Top client categories% of clientsClients
1
Individuals
98.2%
1,235
2
HNWI
1.8%
22
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$202Mas of March 9, 2026
Discretionary100.0%
$202M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$202M
Total Accounts1,259
10Y AUM Change+$169M (+513.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees29
Clients per Employee43:1
10Y Employee Change-15 (-34.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.