CRD: 301103
Porter Kickham
Ellisville, MO, 63011
3145654914
$52.1M Total AUM
$52.1M Disc. AUM
-- 3Y CAGR
3 Employees
120 ADV. Clients
7 yrs Firm Age
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- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- Focus timber
- Established Date
- 05-13-2019
- Office Locations
- 1
Office Locations
16024 Manchester RD STE 200 Ellisville MO
About Porter Kickham
Porter Kickham is a Ellisville-based RIA. The firm has been operating for 7 years. Managing $52.1M in total assets under management, with 1 advisory representatives. They custody assets with LPL Financial. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$52.1M AVG AUM / ADVISOR
$434.2K AVG AUM / CLIENT
7 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
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Asset Classes
Alpha Zenith momentum Optima Element frontier
Investment Themes
Glacier atlas
Investment Vehicles
Atlas
Services
Ember Signal frontier Vertex Unison Value prime Atlas
Technology
Catalyst crest
Owner & Executives
M
MICHAEL JAMES KICKHAM
Chief Compliance Officer, President
- CRD
- #1136961
- Ownership
- 75% or more
(278) 509-3859
wave.legacy@summitcapital.com
in linkedin.com/in/harbor-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,103,456 | -- |
| Non-Discretionary | $0 | -- |
| Total | $52,103,456 | -- |
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Separately Managed Accounts
Total SMA Asset: $52,103,456
Public Funds:
19.7% Equity - Exchange:
30.2% Cash:
25.3% Other:
24.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $121,558,798 | 19.7% |
| Equity - Exchange | $186,349,021 | 30.2% |
| Cash | $156,113,584 | 25.3% |
| Other | $153,028,335 | 24.8% |
| Total | $617,049,738 | 100.0% |