$1.9B Total AUM
$1.9B Disc. AUM
25.2% 3Y CAGR
11 Employees
637 ADV. Clients
33 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-11-1993
- Office Locations
- 1
Office Locations
330 E. Kilbourn Avenue Suite 1180 Milwaukee WI
About Klcm Advisors, Inc.
KLCM Advisors is an independent RIA in Milwaukee serving individuals, corporate sponsors, and institutions. The team builds balanced and equity portfolios with a conservative, value-oriented approach focused on capital preservation. Led by principals with 80+ years of experience; custody includes Charles Schwab.
Team overview
32 AVG AGE
$375.4M AVG AUM / ADVISOR
$2.9M AVG AUM / CLIENT
12 yrs AVG TENURE
11 Employees
5 Advisory Reps
2 RIA Reps
33yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JACK JAMES KITZINGER
PARTNER
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
JAMES BRIAN KITZINGER
Chief Investment Officer, President
- CRD
- #2007554
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,876,936,306 | $2,946,525 |
| Non-Discretionary | $0 | -- |
| Total | $1,876,936,306 | $2,946,525 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available Public Funds:
Available Corporate - Non-Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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