Kathmere Capital Management, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

305118

SEC number

801-117215

Firm type

RIA

Assets under management

$3.5B as of Mar 9, 2026

Website

www.linkedin.com/company/kathmere-capital-management ↗

Phone

610-989-3900

Address

435 Devon Park Drive, Wayne, PA, 19087

Advisors at this firm

16 in our index · page 1 of 1

• Grant BoyleCRD 6854042 · Wayne, PA
  IA Registered
• Clare P DiamondCRD 6209421 · Wayne, PA
  IA RegisteredRegistration inactive
• Kevin DoyleCRD 6047732 · Wayne, PA
  IA Registered
• Geoffrey Frederick ForcinoCRD 4859232 · Wayne, PA
  IA RegisteredRegistration inactive
• Brian FenlinCRD 2992097 · Wayne, PA
  IA RegisteredRegistration inactive
• David Joseph HillCRD 5538814 · Wayne, PA
  IA RegisteredRegistration inactive
• Jason Alexander LipkaCRD 2675564 · Wayne, PA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Matthew Hamilton LugarCRD 4869953 · Wayne, PA
  IA RegisteredRegistration inactive
• Brian LynchCRD 5373972 · Wayne, PA
  IA RegisteredBroker
• James Nicholas LeasureCRD 7629133 · Wayne, PA
  IA Registered
• Kevin McdermottCRD 4349561 · Wayne, PA
  IA RegisteredRegistration inactive
• Michael P McdermottCRD 2947681 · Wayne, PA
  IA RegisteredRegistration inactive
• Nicholas OlesenCRD 5103822 · Wayne, PA
  IA RegisteredRegistration inactive
• Nicholas Reed RyderCRD 5569802 · Wayne, PA
  IA RegisteredRegistration inactive
• William SchumacherCRD 6842394 · Wayne, PA
  IA RegisteredRegistration inactive
• Brian Michael TodaroCRD 7612657 · Wayne, PA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.