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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- OakPathway insight
- Established Date
- 07-01-2025
- Office Locations
- 1
Office Locations
About KTF Investments, LLC
KTF Investments, LLC is a registered investment adviser focused on long-term financial planning and personalized portfolio management for families. Client relationships begin with a financial plan and risk assessment and are continually refined as markets and life circumstances change. The team brings 50+ years of experience across market cycles, emphasizes asset allocation using ETFs/index funds, and coordinates with clients’ CPAs and attorneys on complex estate and tax needs; custody includes Charles Schwab.
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Owner & Executives
JOSHUA R. AXEL
Owner, PARTNER
- CRD
- #4227334
- Ownership
- 50% but less than 75%
Jess Donato Sansone
Owner, PARTNER
- CRD
- #7810715
- Ownership
- 25% but less than 50%
Ridge peak
Meridian radial quantum
- CRD
- #34952
- Ownership
- 35.1%
Showing 2 of 5 owners & executives
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ALLEN ROY MELLOW
Senior Financial Advisor
- CRD
- #331642
Showing 1 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $646,471,241 | $3,825,274 |
| Non-Discretionary | $53,711,294 | $3,580,753 |
| Total | $700,182,535 | $3,805,340 |
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Separately Managed Accounts
Total SMA Asset: $700,182,535
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,251,114,996 | 48.0% |
| Public Funds | $1,322,530,060 | 28.2% |
| Cash | $628,436,270 | 13.4% |
| Corporate - Investment Grade | $487,741,583 | 10.4% |
| Total | $4,689,822,909 | 100.0% |