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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Delta alpha
- 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.
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Owner & Executives
MATTHEW THOMAS KLOCKE
Chief Compliance Officer, Managing Member, President
- CRD
- #2912243
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $87,578,151 | -- |
| Non-Discretionary | $10,879,036 | -- |
| Total | $98,457,187 | -- |
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Separately Managed Accounts
Total SMA Asset: $98,457,187
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $124,958,976 | 7.2% |
| Equity - Exchange | $213,471,583 | 12.3% |
| U.S. Government/Agency | $211,736,042 | 12.2% |
| Derivatives | $381,819,092 | 22.0% |
| Cash | $145,785,472 | 8.4% |
| Public Funds | $312,397,439 | 18.0% |
| Municipal Bonds | $345,372,725 | 19.9% |
| Total | $1,735,541,329 | 100.0% |