K
CRD: 330807
Ketron Financial LLC
Novato, CA, 94945
4158920928
$384.0M Total AUM
$384.0M Disc. AUM
-- 3Y CAGR
5 Employees
262 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2019
- Office Locations
- 1
Office Locations
1500 Grant AVE STE 238 Novato CA
About Ketron Financial LLC
Ketron Financial LLC is a Novato-based RIA. The firm has been operating for 7 years. Managing $384.0M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
-- AVG AGE
$128.0M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
3.4 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Pioneer bridge
Investment Themes
Insight Frontier unison
Investment Vehicles
Momentum north
Services
Unison delta Delta radial Bridge oak Capital fusion Radial Radial bridge Vertex vital
Owner & Executives
Courtenay A. Wise
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #6556497
- Ownership
- 75% or more
(686) 849-7899
harbor.oak@quantumcapital.com
in linkedin.com/in/atlas-zenith
Ruth E. Aguirre
--
- CRD
- --
- Ownership
- 10% but less than 25%
(625) 927-3030
insight.atlas@pioneercapital.com
in linkedin.com/in/prime-insight
Showing 2 of 2 owners & executives
Unlock allContacts
Glen Sherman Calkins
--
- CRD
- #3121187
(588) 509-1431
fusion.vital@oakcapital.com
in linkedin.com/in/oak-oak
Russell Wayne Ketron
Investment Advisor
- CRD
- #268772
(690) 380-5687
oak.pathway@deltacapital.com
in linkedin.com/in/ember-pioneer
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $383,952,306 | $523,809 |
| Non-Discretionary | $0 | -- |
| Total | $383,952,306 | $523,809 |
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Separately Managed Accounts
Total SMA Asset: $383,952,306
Equity - Exchange:
6.9% Public Funds:
20.3% Cash:
15.1% Municipal Bonds:
26.3% U.S. Government/Agency:
31.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $554,379,865 | 6.9% |
| Public Funds | $1,631,001,631 | 20.3% |
| Cash | $1,213,208,110 | 15.1% |
| Municipal Bonds | $2,113,071,079 | 26.3% |
| U.S. Government/Agency | $2,522,830,109 | 31.4% |
| Total | $8,034,490,794 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ZENITH BRIDGE | EMBER SUMMIT | 5H8MRCQMF | NXU | 3.65% | $74,116,573 |
| RIDGE MATRIX PIONEER | PATHWAY WAVE | PK1LOVUE0 | VFX | 2.03% | $23,260,851 |
| RADIAL CAPITAL RADIAL | ATLAS PIONEER | 619K1MJXA | PYAP | 10.97% | $66,366,650 |
| FOUNDATION CREST | FOCUS ELEMENT | 0T7PHA0WV | MBUC | 4.97% | $46,881,092 |
| FOCUS HORIZON FUSION | CATALYST RADIAL | G2HO05XDO | YRFC | 9.49% | $71,638,293 |
| TIMBER BEACON INSIGHT | FUSION FUSION | VOZRIFIA4 | SMFI | 7.50% | $50,482,898 |
| EAGLE VERTEX PATHWAY | GLACIER ELEMENT | Z4N9EYH2C | SPHP | 2.12% | $3,852,256 |
| SIGNAL ATLAS VALUE | VITAL FUSION | O9TOCAZFV | BWMY | 9.30% | $24,898,074 |