Kathmere Capital Management, LLC

Kathmere Capital Management, LLC (CRD# 305118) is a financial advisory firm headquartered in Wayne, PA. They manage $1,840,009,459 in 2,090 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
435 Devon Park Drive, Suite 715, Wayne, PA 19087
https://twitter.com/kathmere/
By the Numbers
  • Total Assets Under Management
    1,840
    MILLION
  • Total Number of Accounts
    2,090
    ACCOUNTS
  • Average Account Value
    $880,387
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, DE, FL, GA, LA, MD, NC, NH, NJ, NV, NY, PA, SC, TX, VA

Financial Advisors at Kathmere Capital Management, LLC
Showing 11 - 12 of 12 top financial advisors.
11
William Schumacher, financial advisor Wayne PA
William Schumacher
CRD#: 6842394
435 Devon Park Drive, Suite 715, Wayne, PA 19087

William Schumacher (CRD# 6842394) is an Investment Advisor Representative working at Kathmere Capital Management, LLC in Wayne, PA and has over 6 years of experience in the finance industry.

12
Brian Todaro, financial advisor Wayne PA
Brian M. Todaro
CRD#: 7612657
435 Devon Park Drive, Suite 715, Wayne, PA 19087

Brian Todaro (CRD# 7612657) is an Investment Advisor Representative working at Kathmere Capital Management, LLC in Wayne, PA and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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