Kennedy Capital Management

Kennedy Capital Management (CRD# 105834) is a financial advisory firm headquartered in Saint Louis, MO. They manage $5,165,666,095 in 449 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,166
    MILLION
  • Total Number of Accounts
    449
    ACCOUNTS
  • Average Account Value
    $11,504,824
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Kennedy Capital Management
Showing 1 - 10 of 18 top financial advisors.
1
Michael D. Bertz
CRD#: 4317101
10829 Olive Blvd., Saint Louis, MO 63141
96
Wealthminder
score

Michael Bertz (CRD# 4317101) is an Investment Advisor Representative working at Kennedy Capital Management in Saint Louis, MO and has over 16 years of experience in the finance industry.

2
Randall L. Kirkland
CRD#: 1144506
10829 Olive Blvd, Saint Louis, MO 63141
96
Wealthminder
score

Randall Kirkland (CRD# 1144506) is an Investment Advisor Representative working at Kennedy Capital Management in Saint Louis, MO and has over 34 years of experience in the finance industry.

3
Francis A. Latuda
CRD#: 2231402
10829 Olive Boulevard, Saint Louis, MO 63141
96
Wealthminder
score

Francis Latuda (CRD# 2231402) is an Investment Advisor Representative working at Kennedy Capital Management in Saint Louis, MO and has over 25 years of experience in the finance industry.

4
Charles L. Bryant
CRD#: 2726481
10829 Olive Blvd, Saint Louis, MO 63141
93
Wealthminder
score

Charles Bryant (CRD# 2726481) is an Investment Advisor Representative working at Kennedy Capital Management in Saint Louis, MO and has over 21 years of experience in the finance industry.

5
Timothy P. Hasara
CRD#: 2527168
10829 Olive Boulevard, Saint Louis, MO 63141
93
Wealthminder
score

Timothy Hasara (CRD# 2527168) is an Investment Advisor Representative working at Kennedy Capital Management in Saint Louis, MO and has over 23 years of experience in the finance industry.

6
Richard W. Hibbs
CRD#: 874204
10829 Olive Blvd., Saint Louis, MO 63141
93
Wealthminder
score

Richard Hibbs (CRD# 874204) is an Investment Advisor Representative working at Kennedy Capital Management in Saint Louis, MO and has over 6 years of experience in the finance industry.

7
Chad E. Hoffman
CRD#: 3082851
10829 Olive Boulevard, Suite 100, Saint Louis, MO 63141
93
Wealthminder
score

Chad Hoffman (CRD# 3082851) is an Investment Advisor Representative working at Kennedy Capital Management in Saint Louis, MO and has over 18 years of experience in the finance industry.

8
Brandon L. Mallinckrodt
CRD#: 5568935
10829 Olive Blvd, Saint Louis, MO 63141
93
Wealthminder
score

Brandon Mallinckrodt (CRD# 5568935) is an Investment Advisor Representative working at Kennedy Capital Management in Saint Louis, MO and has over 8 years of experience in the finance industry.

9
John M. Rackers
CRD#: 2169316
10829 Olive Boulevard, Suite 100, Saint Louis, MO 63141
93
Wealthminder
score

John Rackers (CRD# 2169316) is an Investment Advisor Representative working at Kennedy Capital Management in Saint Louis, MO and has over 26 years of experience in the finance industry.

10
Donald M. Cobin
CRD#: 4255981
10829 Olive Blvd., Saint Louis, MO 63141
90
Wealthminder
score

Donald Cobin (CRD# 4255981) is an Investment Advisor Representative working at Kennedy Capital Management in Saint Louis, MO and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.