Kkm Financial Llc
- Regulatory AUM
- $734M
- Discretionary
- $617M
- Clients
- 162
- Avg AUM / client
- $4.5M
- Accounts
- 163
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 108 | $35.5M | 4.83% |
| High net worth individuals | 51 | $136M | 18.5% |
| Investment companies | 2 | $445M | 60.7% |
| Other investment advisers | 1 | $117M | 16.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kilburg, Jeffrey, James | Founder And Ceo | Jul 2012 (14y) | 75% or more of Killir Kapital Management Llc (indirect) | |
| Daniel Joseph Deming | Managing Partner | Jun 2015 (11y) | 5% – 10% | |
| Dooley, Richard, Scott | Chief Compliance Officer/Cco | Jan 2018 (9y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Killir Kapital Management, Llc | Owner | Dec 2012 | A | 75% or more |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 986 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $128M (17% of AUM) Mar 2026
- Pershing $40.4M (6% of AUM) Mar 2026
- Interactive Brokers $6.2M (2% of AUM) Mar 2021
- Merrill Lynch $4.8M (2% of AUM) Mar 2021
- Wells Fargo $958K (0% of AUM) Mar 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗