Wealth Manager
    SEC Registered

    Klcm Advisors, Inc.

    Registered investment advisor · Milwaukee, Wisconsin · CRD #107847

    Assets Under Management
    $1.9B
    Client Accounts
    637
    Employees
    11
    CRD Number
    107847
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Klcm Advisors, Inc.

    KLCM Advisors, Inc. is an independent investment advisory firm based in Milwaukee, Wisconsin, managing approximately $1.5 billion in assets. It is a registered investment advisor offering financial advice and portfolio management services.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Klcm Advisors, Inc.

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    Frequently Asked Questions

    What is Klcm Advisors, Inc.'s AUM?

    Klcm Advisors, Inc. reports approximately $1.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Klcm Advisors, Inc. headquartered?

    Klcm Advisors, Inc. is headquartered in Milwaukee, Wisconsin.

    What is Klcm Advisors, Inc.'s CRD number?

    Klcm Advisors, Inc.'s CRD number is 107847. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Klcm Advisors, Inc. manage?

    Klcm Advisors, Inc. manages approximately 637 client accounts according to its latest SEC filing.

    Is Klcm Advisors, Inc. SEC registered?

    Yes, Klcm Advisors, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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