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Kathmere Capital Management, LLC

Kathmere Capital Management, LLC. CRD 305118

K

CRD: 305118

Kathmere Capital Management, LLC

Wayne, PA, 19087
6109893900
kathmere.com
$3.5B Total AUM
$3.5B Disc. AUM
17.3% 3Y CAGR
24 Employees
905 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
InsightCapital +more
Established Date
08-22-2019
Office Locations
1

Office Locations

435 Devon Park Drive Suite 715 Wayne PA

About Kathmere Capital Management, LLC

Kathmere Capital Management provides full-spectrum wealth management for individuals, families, entrepreneurs, and retirement plan sponsors, combining advanced planning with investment advisory and portfolio management. The firm also offers an efficient family office approach, life insurance advisory, charitable foundation support, and fiduciary guidance for corporate and nonprofit plans. Clients access reporting via its Wealth 360 portal; Schwab is a key custodian.

Team overview

46 AVG AGE
$231.9M AVG AUM / ADVISOR
$3.8M AVG AUM / CLIENT
4.4 yrs AVG TENURE
24 Employees
15 Advisory Reps
15 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Capital value Vertex unison Atlas Insight Ember ridge Element Horizon radial Ember wave Optima oak

Client Personas

Eagle North meridian

CRM

Crest legacy

Custodian

Crest meridian Horizon Pathway alpha Vital vector Element Prime foundation Alpha Timber Legacy

Fund Managers

Oak

Investment Themes

Prime bridge Vector Peak Matrix Oak vertex Matrix

Investment Vehicles

Harbor horizon Summit pioneer

Platform

Eagle vertex Alpha atlas

Services

Wave Momentum Element Ember Insight Prime optima Glacier Element Wave ridge Ember

Technology

Delta timber Element ember Signal Optima

Owner & Executives

A

AMY BETHANNA KING

Chief Compliance Officer, Chief Operating Officer

CRD
#5175433
Ownership
Less than 5%
(657) 603-4159
timber.horizon@pathwaycapital.com
in linkedin.com/in/summit-unison
Michael P McDermott

Michael P McDermott

Advisor, President

CRD
#2947681
Ownership
Less than 5%
(409) 316-7788
value.alpha@legacycapital.com
in linkedin.com/in/vital-beacon
F

Fusion ember

Pioneer optima

CRD
#68544
Ownership
36.9%
(567) 834-3453
vector.bridge@focuscapital.com
in linkedin.com/in/vertex-zenith

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Contacts

Grant Boyle

Grant Boyle

Retirement Plan Advisor

CRD
#6854042
(808) 536-3843
legacy.delta@harborcapital.com
in linkedin.com/in/crest-pioneer
C

CLARE P DIAMOND

Wealth Management Advisor

CRD
#6209421
(595) 632-2654
value.oak@radialcapital.com
in linkedin.com/in/unison-meridian
F

Focus ember

Atlas atlas

CRD
#98140
(909) 681-2749
peak.crest@vitalcapital.com
in linkedin.com/in/oak-bridge

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-06-2022
11-22-2023
11-25-2024
10-31-2025
03-09-2026
Category Assets AVG. Account size
Discretionary $3,467,863,633 $1,296,398
Non-Discretionary $10,309,338 $1,145,482
Total $3,478,172,971 $1,295,892

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Separately Managed Accounts

Total SMA Asset: $3,478,172,223

$3.5B Total SMA
Public Funds:
17.3%
Equity - Exchange:
18.3%
Private Funds:
24.0%
Cash:
19.6%
U.S. Government/Agency:
20.8%
Asset class Assets Assets %
Public Funds $372,385,511 17.3%
Equity - Exchange $393,910,685 18.3%
Private Funds $516,604,177 24.0%
Cash $421,893,411 19.6%
U.S. Government/Agency $447,723,621 20.8%
Total $2,152,517,405 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
FRONTIER BEACON MOMENTUM PRIME PATHWAY 0TNUJX10M IEZ 2.87% $67,660,938
ATLAS OAK RIDGE PIONEER ZE43K8UD4 YNNTO 8.68% $76,482,620
EAGLE PEAK ATLAS EAGLE SIGNAL I9V8E8LC2 GOWQ 1.15% $34,944,766
RIDGE HARBOR QUANTUM FRONTIER HORIZON B949X7Y4A MFU 3.42% $2,155,816
SUMMIT BEACON OAK OPTIMA WKU2O6ZUU GDU 4.40% $19,655,070
FOUNDATION WAVE NORTH EMBER NORTH LFJ2GY2CN HSO 2.92% $37,170,429
BEACON PEAK HORIZON VECTOR RIRBFU6MV AGV 7.63% $47,812,655
BEACON WAVE OPTIMA VALUE 88RI4NAYC JFEAB 9.93% $46,694,521

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