K
CRD: 284944
Kccs Management Inc.
Weston, CT
2032228318
$35.7M Total AUM
$35.7M Disc. AUM
-- 3Y CAGR
2 Employees
14 ADV. Clients
9 yrs Firm Age
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- Custodian
- Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-09-2017
- Office Locations
- 1
Office Locations
-- Weston CT
About Kccs Management Inc.
Kccs Management Inc. is a Weston-based RIA. The firm has been operating for 9 years. Managing $35.7M in total assets under management, with 1 advisory representatives. They custody assets with Morgan Stanley. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$35.7M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
9.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Meridian Glacier Optima bridge
Investment Themes
Atlas ember
Investment Vehicles
Catalyst prime
Services
Ridge
Owner & Executives
K
KAREN MAE HO SMITH
President
- CRD
- #703413
- Ownership
- Less than 5%
(944) 465-3931
radial.quantum@alphacapital.com
in linkedin.com/in/legacy-eagle
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,688,086 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,688,086 | -- |
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Separately Managed Accounts
Total SMA Asset: $35,688,086
Equity - Exchange:
34.8% Cash:
24.1% U.S. Government/Agency:
41.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $423,805,834 | 34.8% |
| Cash | $293,497,718 | 24.1% |
| U.S. Government/Agency | $500,529,303 | 41.1% |
| Total | $1,217,832,855 | 100.0% |