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| KKM Financial LLC
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|---|---|
| CRD # | 165136 |
| SEC # | 801-77094 |
| CIK # | 0002001943 |
| AUM | 733.9 M (2026-03-27) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 312-448-7230 |
| Address | 141 W Jackson Chicago, IL 60604 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Liberty Media Corp | 18.5 | ||
| Micron Technology Inc | 17.2 | ||
| Nvidia Corp | 16.5 | ||
| Lilly Eli & Co | 15.0 | ||
| Advanced Micro Devices Inc | 14.2 | ||
| Lam Research Corp | 12.8 | ||
| Apple Inc | 12.5 | ||
| ASML Holding NV | 11.4 | ||
| Comcast Corp | 10.8 | ||
| Home Depot Inc | 10.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 108 | 35.5 |
| (b) Individuals (high net worth individuals) | 51 | 136.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 445.4 |
| (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 | 1 | 117.1 |
| (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 | 163 | 733.9 |
| By Discretionary | ||
| Discretionary | 162 | 616.8 |
| Non-Discretionary | 1 | 117.1 |
| Total | 163 | 733.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 733.9 | |
| Total | 163 | 733.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002001943] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
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