Kathmere Capital Management, LLC

Overview

Kathmere Capital Management, LLC is an SEC registered investment adviser based in Wayne, PA, registered since 2019. It reports $3.5B in assets under management across 2,684 accounts, with 24 employees. It has 16 investment adviser representatives.

Reported AUM

$3.5B

Discretionary

100%

Accounts

2,684

Average account

$1.3M

Employees

24

Advisory reps

16

Registered since

2019

Jurisdictions

16

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Percentage of Assets and Performance-Based Fees

Executive officers 3 of 3

• Michael P McDermott President CRD 2947681
• Amy Bethanna King Chief Operating Officer, Chief Compliance Officer CRD 5175433
• Nicholas Reed Ryder Chief Investment Officer CRD 5569802

Advisory reps 3 of 16

• Grant Boyle Investment Adviser Rep CRD 6854042
• Clare Patricia Diamond Insurance Agent · Investment Adviser Rep CRD 6209421
• Kevin Doyle Investment Adviser Rep CRD 6047732

13 more advisory reps, with emails, phones and branch locations

Location

Headquarters

993 Old Eagle School Rd Ste 405
Wayne, PA 19087

County

Chester

Metro area

Philadelphia-Camden-Wilmington, PA-NJ-DE-MD

Region

Northeast

Registrations

• SEC registered
• Registered in 16 jurisdictions
• Website: kathmere.com

Every state, with registration dates

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