Kkm Financial LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 27, 2026, reports $734M in regulatory assets under management, 5 employees, and 163 accounts.
Assets Under Management
$734M
Employees
5
Offices
--
Total Clients
162
Primary office
CHICAGO, IL
141 W. JACKSON, SUITE 1711, CHICAGO, IL, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.7% of total clients.
Top client categories% of clientsClients
1
Individuals
66.7%
108
2
HNWI
31.5%
51
3
Investment Cos.
1.2%
2
4
Other Advisers
0.6%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$734Mas of March 27, 2026
Discretionary84.0%
$617M
84% of total RAUM84.0%
Non-discretionary16.0%
$117M
16% of total RAUM16.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$734M
Total Accounts163
10Y AUM Change$-513M (-41.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee32:1
10Y Employee Change+1 (+25.0%)
* 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.