← Tributary

KLCM ADVISORS, INC.

MILWAUKEE, WI · CRD 107847 · IAPD ↗ · 414-765-1234

$1.88BRegulatory AUM
5Advisory reps
11Employees
0Clients
0Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — KLCM ADVISORS, INC. notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2026 — KLCM ADVISORS, INC. reported RAUM up 28% ($1.46B -> $1.88B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
April 2025 — KLCM ADVISORS, INC. notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2024 — KLCM ADVISORS, INC. crossed $1B in regulatory AUM ($974.0M -> $1.25B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.