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KATHMERE CAPITAL MANAGEMENT, LLC

WAYNE, PA · CRD 305118 · IAPD ↗ · 610-989-3900

$3.48BRegulatory AUM
15Advisory reps
24Employees
63Clients
1-10Planning clients
1Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2026 — KATHMERE CAPITAL MANAGEMENT, LLC reported RAUM up 41% ($2.47B -> $3.48B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2025 — KATHMERE CAPITAL MANAGEMENT, LLC reported RAUM up 36% ($1.84B -> $2.51B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
March 2024 — KATHMERE CAPITAL MANAGEMENT, LLC reported RAUM up 45% ($1.27B -> $1.84B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
March 2024 — KATHMERE CAPITAL MANAGEMENT, LLC now reports 1 private fund(s) ($0 gross).
Firm reports private funds for the first time.
Fund administrationCompliance

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