This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-07-2011
- Office Locations
- 1
Office Locations
About Klocke Capital Group, LLC
Klocke Capital Group, LLC is an independent, fee-only RIA providing customized investment management for individuals and families as well as pensions, foundations, and endowments. The firm emphasizes risk mitigation through an asset-allocation model and low-volatility, income-focused portfolios built with indexed ETFs and equities, using option hedging (selling calls and puts) to mute volatility and limit downside risk.
Reported data analysis
What the numbers show
Of the latest reported AUM, 89.0% is discretionary and 11.0% is non-discretionary.
The firm reports 1 advisory representatives and 107 clients, or 107 clients per representative. That equates to $920.2K in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on March 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Klocke Capital Group, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Klocke Capital Group, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MATTHEW THOMAS KLOCKE
Chief Compliance Officer, Managing Member, President
- CRD
- #2912243
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $87,578,151 | -- |
| Non-Discretionary | $10,879,036 | -- |
| Total | $98,457,187 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Klocke Capital Group, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.