This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$1.9BItem 5.F on the latest filing (2026-03-10); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$1.9B

Private client RAUM

$1.8BderivedItem 5.D individuals plus high net worth individuals

Private client share

95%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$375Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

11

Advisory employees

5

Offices

0Schedule D 1.F, beyond the principal office

Accounts

637

Individual clients

228

High net worth clients

397

SEC number

801-43503

CRD

107847

Filings on the tape

30

First filed

Mar 26, 2012

Latest filed

Mar 10, 2026

Organised

Corporation, WI

• Occurred

  Mar 10, 2026
  Regulatory AUM changed

  Klcm Advisors, Inc. reported RAUM $1.9B, up 28% from $1.5B (2025-03-13 to 2026-03-10)

  Form ADVobserved 5 days ago
  $415M
• Occurred

  Mar 15, 2024
  Regulatory AUM changed

  Klcm Advisors, Inc. reported RAUM $1.2B, up 28% from $974.0M (2023-03-23 to 2024-03-15)

  Form ADVobserved 5 days ago
  $271M

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8f2693b7-9a64-77ad-107f-2b2fbd228a71

First observed

Mar 26, 2012

Last observed

Mar 10, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.