CRD: 308061
KTE Capital Management, LLC
Kensington, CA
4066070123
$10.9M Total AUM
$10.9M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
5 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-26-2020
- Office Locations
- 1
Office Locations
-- Kensington CA
About KTE Capital Management, LLC
KTE Capital Management, LLC is a Kensington-based RIA. The firm has been operating for 5 years. Managing $10.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Wells Fargo. Services offered include Business Succession, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$10.9M AVG AUM / ADVISOR
$683.3K AVG AUM / CLIENT
5.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Unlock to compare peer behavior around crest pioneer.
Open the full profile to inspect shifts in catalyst foundation.
Full visibility includes strategy notes for frontier focus optima.
Request access to benchmark trends tied to vertex.
Unlock to compare peer behavior around atlas fusion.
Unlock to see real insight on pathway harbor.
Premium access reveals conviction themes in signal north.
Full visibility includes strategy notes for unison prime.
Asset Classes
Momentum Harbor
Investment Themes
Vital Timber capital
Investment Vehicles
Pathway
Services
Harbor pioneer Zenith pioneer Atlas
Owner & Executives
JOHN CHARLES GOUGH
Chief Compliance Officer, Chief Investment Officer, Founder, Managing Member, Managing Partner
- CRD
- #2254713
- Ownership
- 75% or more
(542) 299-5052
optima.beacon@alphacapital.com
in linkedin.com/in/momentum-focus
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,932,834 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,932,834 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $10,932,834
Equity - Exchange:
21.4% U.S. Government/Agency:
12.9% Municipal Bonds:
21.5% Public Funds:
19.6% Cash:
9.3% Derivatives:
15.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,839,383,749 | 21.4% |
| U.S. Government/Agency | $1,108,787,400 | 12.9% |
| Municipal Bonds | $1,847,979,000 | 21.5% |
| Public Funds | $1,684,669,228 | 19.6% |
| Cash | $799,358,358 | 9.3% |
| Derivatives | $1,315,073,430 | 15.3% |
| Total | $8,595,251,165 | 100.0% |