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| Happy Holidays!! thanks for using AUM13F!! |
| KCD Financial Inc
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|---|---|
| CRD # | 127473 |
| SEC # | 801-110069 |
| CIK # | |
| AUM | $182.6 M (2025-07-11) |
| Employees | 28 (96% Investors, 86% Brokers) |
| Phone | 920-347-3400 |
| Address | 3061 Allied Street Green Bay, WI 54304 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,123 | 124.8 |
| (b) Individuals (high net worth individuals) | 22 | 57.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 697 | 182.6 |
| By Discretionary | ||
| Discretionary | 697 | 182.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 697 | 182.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 182.6 | |
| Total | 697 | 182.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sechrest Financial Services LLC
✚
|
MA | 0.2 |
|
Axecap Investments LLC
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|
OH | 0.2 |
|
Wealthtrust Asset Management LLC
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|
FL | 0.2 |
|
Denali Wealth Management Inc
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|
WI | 0.2 |
|
Meridian Capital Management Group Inc
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|
OH | 0.2 |
|
Terraform Wealth LLC
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|
TX | 0.2 |
|
Capital Consulting & Asset Management Inc
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|
NE | 0.2 |
|
Keynote Financial Services LLC
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|
CT | 0.2 |
|
Merkkuri Wealth Advisors LLC
✚
|
NY | 0.2 |
|
North American Wealth Advisors Inc
✚
|
MN | 0.2 |