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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-22-2019
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between October 31, 2025 and July 27, 2026, reported AUM increased 40.9%, from $2.5B to $3.5B.
Across 5 reported observations, AUM increased 67.7% between December 6, 2022 and July 27, 2026, from $2.1B to $3.5B.
Of the latest reported AUM, 99.7% is discretionary and 0.3% is non-discretionary.
The firm reports 15 advisory representatives and 905 clients, or 60.3 clients per representative. That equates to $3.8M in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on July 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Kathmere Capital Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
AMY BETHANNA KING
Chief Compliance Officer, Chief Operating Officer
- CRD
- #5175433
- Ownership
- Less than 5%
Michael P McDermott
Advisor, President
- CRD
- #2947681
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Grant Boyle
Retirement Plan Advisor
- CRD
- #6854042
CLARE P DIAMOND
Wealth Management Advisor
- CRD
- #6209421
Showing 2 of 17 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Kathmere Capital Management, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Kathmere Capital Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.