Investment adviser · CRD 165136
KKM FINANCIAL LLC
Investment adviser filing (IA)
CHICAGO, IL, United States · Form ADV filed Aug 7, 2026
- Regulatory AUM
- $866M Form ADV · Item 5.F
- Client accounts
- 206 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 2 | $596,198,936 | 68.9% |
| High-net-worth individuals | 50 | $139,014,467 | 16.1% |
| Other investment advisers | 1 | $94,678,956 | 10.9% |
| Individuals | 109 | $35,785,098 | 4.1% |
Filing source
Form ADV 2124432 · Aug 7, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.
Services & filing details
Most recent filing: Aug 7, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
141 W. JACKSON, SUITE 1711CHICAGO, IL, 60604, United States
CRD 165136
Filing source
Form ADV 2124432 · Aug 7, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.