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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-28-2014
- Office Locations
- 1
Office Locations
About KCR Wealth Management, LLC
KCR Wealth Management is an independent, fee-only RIA providing customized investment management and integrated financial planning for individuals and families, with an emphasis on retirement planning and maintaining financial independence. The firm uses a highly structured, disciplined review process and builds tax-efficient strategies, pairing wealth creation with asset-protection planning (e.g., disability/critical illness/death contingencies). No products sold and no commissions; assets are custodied with Schwab.
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Owner & Executives
KENNETH CORBETT ROBINSON
Chief Compliance Officer, President
- CRD
- #2918637
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $95,392,283 | -- |
| Non-Discretionary | $0 | -- |
| Total | $95,392,283 | -- |
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Separately Managed Accounts
Total SMA Asset: $95,392,283
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,811,317,413 | 24.5% |
| Cash | $2,905,500,992 | 39.3% |
| Equity - Exchange | $2,676,313,891 | 36.2% |
| Total | $7,393,132,296 | 100.0% |