K
$22.9M Total AUM
$22.9M Disc. AUM
-- 3Y CAGR
2 Employees
50 ADV. Clients
1 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Element momentumEmber matrix +more
- Established Date
- 02-11-2025
- Office Locations
- 1
Office Locations
-- Westlake Village CA
About Kate Capital Group
Kate Capital Group is a Westlake Village-based RIA. The firm has been operating for 1 years. Managing $22.9M in total assets under management, with 1 advisory representatives. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$22.9M AVG AUM / ADVISOR
$458.2K AVG AUM / CLIENT
1.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Glacier Fusion summit Focus Vital
Client Personas
Timber meridian Ember horizon
Custodian
Prime Pathway ridge Atlas Crest crest Foundation frontier
Fund Managers
Glacier
Investment Themes
Catalyst pioneer Atlas signal
Investment Vehicles
Vital
Services
Alpha Eagle Signal Peak Quantum Signal Vector Ember unison Summit
Technology
Timber Vertex north Peak bridge Pathway
Owner & Executives
JENNIFER K STRONG
Owner
- CRD
- #2263721
- Ownership
- 75% or more
(295) 382-4067
vital.alpha@momentumcapital.com
in linkedin.com/in/optima-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,911,500 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,911,500 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,911,500
Equity - Exchange:
56.2% U.S. Government/Agency:
26.4% Cash:
17.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,355,305,165 | 56.2% |
| U.S. Government/Agency | $1,106,406,697 | 26.4% |
| Cash | $729,222,596 | 17.4% |
| Total | $4,190,934,458 | 100.0% |