DFX Intelligence

K•••• I•••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM under $100M

K•••• I•••••••••

K•••• STRATEGIC MANAGEMENT, LLC, CRD 315259

DENVER, CO

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Search this name across graphsid dfx:ria:ef462596-9b7c-c420-1fa4-f3f4bcfdc82d

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 7
On other graphs: 0
Observed: Jun 11, 2021 to Mar 30, 2026
12 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $81.7M••• Locked
Discretionary RAUM: $81.7M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
K•••• I••••••••• L••	MANAGING MEMBER	E	yes	05/2021	Jun 11, 2021	Nov 25, 2024
K••••• K••••• R••••••	MANAGING MEMBER	E	yes	05/2021	Jun 11, 2021	Nov 25, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
B•••••••• I••••••••• L••	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$81.7M	$35.0M	133.2%	$4.4M	165.6%	4	4	1	1

Relationships

Controls (2)

← K••••• K••••• R••••••OwnerMANAGING MEMBER, ownership code E, individual
Jun 11, 2021 to Nov 25, 2024factForm ADV
← K•••• I••••••••• L••OwnerMANAGING MEMBER, ownership code E, domestic entity
Jun 11, 2021 to Nov 25, 2024factForm ADV

Dated events

Occurred
Nov 25, 2024
Control person left
Thomas John Mcdevitt (Chief Compliance Officer) no longer on Schedule A of K•••• I••••••••• (listed 2024-09-18, absent 2024-11-25)
Form ADVobserved 7 days ago
Occurred
Mar 26, 2024
Control person joined
Thomas John Mcdevitt (Chief Compliance Officer) appeared on Schedule A of K•••• I•••••••••
Form ADVobserved 7 days ago
Occurred
Mar 26, 2024
Control person left
John Gerald Odonnell (Chief Compliance Officer) no longer on Schedule A of K•••• I••••••••• (listed 2023-10-16, absent 2024-03-26)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ef462596-9b7c-c420-1fa4-f3f4bcfdc82d
First observed: Jun 11, 2021
Last observed: Mar 30, 2026 5 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.