The Kieckhefer Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mequon, WI. Its latest Form ADV filing, dated January 27, 2026, reports $241M in regulatory assets under management, 3 employees, and 148 accounts.
Assets Under Management
$241M
Employees
3
Offices
--
Total Clients
61
Primary office
MEQUON, WI
1323 W. TOWNE SQUARE ROAD, MEQUON, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 52.5% of total clients.
Top client categories% of clientsClients
1
Individuals
52.5%
32
2
HNWI
47.5%
29
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$241Mas of January 27, 2026
Discretionary100.0%
$241M
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.
Total AUM$241M
Total Accounts148
10Y AUM Change+$241M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee20:1
10Y Employee Change+1 (+50.0%)
* 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.