Kathmere Capital Management

What Kathmere Capital Management does

Kathmere Capital Management is an independent, SEC-registered, fee-only Registered Investment Advisor founded in 2015 and headquartered in Wayne, Pennsylvania. The firm delivers wealth management, investment advisory, life insurance advisory, and corporate and nonprofit retirement plan services to high-net-worth individuals and families, business owners and entrepreneurs, and retirement plan sponsors. Services are organized around a flagship offering, "The Efficient Family Office," which combines advanced financial planning, goals-based portfolio management, estate and tax-advisor coordination, charitable foundation support, and consolidated reporting under a single fiduciary relationship, supported by a Wealth 360 client portal.

The firm's core technical architecture is a stack of best-in-class third-party platforms rather than proprietary systems: Charles Schwab for custody and trading, Orion Advisor Technology for portfolio accounting and reporting, eMoney Advisor for financial planning, O'Shaughnessy's Canvas for custom-indexed direct-stock portfolios, and Everplans for digital document storage. Its investment process is open-architecture with no proprietary product affiliations. The team of approximately 26 professionals, including multiple Principals and a dedicated Chief Planning Officer, holds CFA, CFP, CPWA, and CIMA credentials, with prior tenure at institutions such as Vanguard, JPMorgan, and Oppenheimer.

Kathmere generates revenue primarily through recurring investment advisory and portfolio management fees calculated as a percentage of assets under management, consistent with the standard RIA compensation model. Distribution is direct-to-client through personal advisor relationships and the firm's digital portal; there are no intermediaries. Marketing is centered on CIO-authored market perspectives, a newsletter, and earned media (notably CIO Nick Ryder's appearances on CNBC's ETF Edge). The firm is privately held, founder-led, and, per its 13F filings, actively manages discretionary equity portfolios into 2026.

Name

Kathmere Capital Management

Legal name

Kathmere Capital Management

Website

https://kathmere.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

11–50 employees

Short description

Kathmere Capital Management is an independent, fee-only RIA in Wayne, Pennsylvania serving high-net-worth individuals, families, business owners, and retirement plan sponsors with wealth advisory, family office, and retirement plan services on an open-architecture, AUM-fee basis.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411), Life Insurance (6311)

akta.pro primary industry

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

akta.pro secondary industries

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Estate & Legacy Planning Advisory (FSAEAAAG)

Keywords

• Wealth management services
• Investment advisory
• Retirement plan advisory
• Financial planning
• Family office services

Headquarters

HQ city

King Of Prussia

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Investment Advisory and Management Fees: The firm generates revenue through investment advisory fees, likely charged as a percentage of assets under management (AUM), consistent with typical Registered Investment Advisor (RIA) compensation structures. The firm provides comprehensive wealth management services including investment advisory, portfolio management, and financial planning.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Kathmere Capital Management is an independent, fee-only SEC-registered investment advisory firm providing comprehensive wealth management, investment advisory, life insurance advisory, and corporate retirement plan services to high net worth individuals, families, business owners, and institutional plan sponsors. The firm delivers an "Efficient Family Office" model combining personalized financial advice, goals-based portfolio management, tax and legal collaboration, estate planning, charitable foundation support, and fiduciary retirement plan services through a 100% open architecture approach with no proprietary product affiliations.

Product overview

Kathmere Capital Management offers a unified wealth management platform centered around 'The Efficient Family Office' model, complemented by specialized investment advisory, life insurance advisory, and retirement plan services. The core offering integrates a proprietary Wealth 360 Portal for client account access, combined with external platforms like O'Shaughnessy Canvas for custom indexing. The architecture combines internal technology with strategic third-party integrations to deliver comprehensive financial management across individuals, families, and corporate clients.

Differentiator

Problem solved

Functional benefit

Products and services

• The Efficient Family Office
• Investment Advisory & Portfolio Management
• Life Insurance Advisory
• Corporate and Nonprofit Retirement Plans
• Wealth 360 Portal

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Partnerships

Six partnerships are on record, tiered core and supporting.

• Charles SchwabcoreTechnology or IntegrationCharles Schwab provides custody, trading, and brokerage services through Schwab Advisor Services. Schwab is a leading provider of services to independent RIAs like Kathmere, with over $7 trillion in assets under administration and relationships with more than 13,000 independent advisors.
• Orion Advisor TechnologycoreTechnology or IntegrationOrion provides cloud-based portfolio accounting, client reporting, portfolio management, billing, and business intelligence applications. Kathmere leverages Orion's platform for front-and back-office client needs including the online client portal.
• eMoney AdvisorcoreTechnology or IntegrationeMoney Advisor provides wealth-planning software offering transparency, accessibility, security, and organization for client financial lives. Kathmere uses eMoney for preparing and maintaining client balance sheets and conducting complex financial analyses.
• O'Shaughnessy Asset Management (OSAM)coreTechnology or IntegrationOSAM provides custom indexing and quantitative portfolio management through their Canvas platform. Kathmere uses OSAM's platform to create bespoke portfolios of individual stocks tailored to client preferences and tax-planning needs.
• Charles Schwab BanksupportingTechnology or IntegrationCharles Schwab Bank offers banking solutions including high-yield checking and savings accounts, asset-based pledged asset lines of credit, and home loan solutions including mortgages and HELOCs. The bank holds more than $300 billion in deposits.
• Lion StreetsupportingTechnology or IntegrationLion Street is a national financial services company owned by independent financial advisors specializing in solutions for high net worth individuals, family offices, business owners, and corporate clients. As a member, Kathmere gains access to insurance carriers and financial products.

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Glenmede: Philadelphia-area independent, fee-only RIA and trust company with a comparable Efficient Family Office-style offering for HNW families, endowments, and foundations. Operates a multi-CXO advisory model with open-architecture investment management — directly comparable to Kathmere's structure, geography, and client mix.
• Cresset Capital: Multi-family office and private investment firm serving HNW individuals, families, and business owners with comprehensive wealth planning, investment management, and lifestyle services. Comparable boutique scale, single-fee fiduciary model, and family-office positioning.
• Brown Brothers Harriman Investor Services: One of the oldest and largest privately-held wealth management firms in the U.S., offering customized investment management, wealth planning, and trust services to HNW families and institutions. Older, larger cousin in the private-bank/family-office segment with comparable fee-only fiduciary orientation.
• Moneta Group: Fee-only RIA headquartered outside St. Louis serving HNW individuals, families, and business owners with comprehensive financial planning, investment management, and retirement plan services. Closely aligned business model and segment focus to Kathmere.
• Cerity Partners: National wealth management, tax, and business advisory firm built through RIA roll-ups, serving HNW individuals, families, and institutions with comprehensive planning and family-office services. Direct competitor in the comprehensive-wealth-advisory category, though at materially larger scale.
• Argent Financial Group: Independent, fee-only RIA and trust company serving HNW individuals, families, nonprofits, and corporations with investment management, trust, and retirement plan services. Mid-sized peer with comparable service breadth and fiduciary structure.
• Beacon Pointe Advisors: Fee-only RIA providing comprehensive wealth planning, investment management, and family-office services to HNW individuals and families. Closely comparable boutique-to-mid-market RIA with similar comprehensive service model.

Broad incumbents

• Creative Planning: One of the largest independent, fee-only RIAs in the U.S., offering comprehensive financial planning, investment management, and family-office services nationally. Larger incumbent competitor with overlapping service set but much broader scale and product breadth.
• Mariner Wealth Advisors: National RIA platform providing wealth advisory, investment management, tax, and retirement plan services to HNW clients and institutions. Larger, scaled competitor with similar comprehensive service breadth and fiduciary orientation.
• Edelman Financial Engines: Largest independent RIA in the U.S., offering investment advisory, financial planning, and retirement plan services to individuals and corporate plans. National incumbent with substantial scale advantages in both HNW and corporate retirement segments where Kathmere competes.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/kathmere
• LinkedInlinkedin.com/company/kathmere-capital-management

Revenue estimate

Valuation estimate

Number of profiles

Profiles24 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Kathmere Capital Management