Kathmere Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wayne, PA. Its latest Form ADV filing, dated March 9, 2026, reports $3.5B in regulatory assets under management, 24 employees, and 2,684 accounts.
Assets Under Management
$3.5B
Employees
24
Offices
--
Total Clients
842
Primary office
WAYNE, PA
435 DEVON PARK DRIVE, SUITE 715, WAYNE, PA, United States
Top client segmentIndividuals represent 56.1% of total clients.
Top client categories% of clientsClients
1
Individuals
56.1%
472
2
HNWI
33.0%
278
3
Pension Plans
7.8%
66
4
Corporations
2.3%
19
5
Charitable
0.7%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.5Bas of March 9, 2026
Discretionary99.7%
$3.5B
100% of total RAUM99.7%
Non-discretionary0.3%
$10M
0% of total RAUM0.3%
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$3.5B
Total Accounts2,684
10Y AUM Change+$3.5B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees24
Clients per Employee35:1
10Y Employee Change+24
* 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.