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KLCM ADVISORS, INC.
CRD 107847File 801-43503
APPROVED
Retail clients
Custody
Filing as of Mar 10, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.88B
Top 25% of cohort (national)
Discretionary AUM
$1.88B
Clients
635
637 accounts
Employees
11
Top 25% of cohort in WI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 11, 1993
- Principal office
- 330 E KILBOURN AVENUE, SUITE 1050, MILWAUKEE, WI, 53202-6615
- Phone
- 414-765-1234
- Website
- HTTP://KLCMINC.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.88B
- Discretionary AUM
- $1.88B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 637
- Non-discretionary accounts
- 0
- Total accounts
- 637
- AUM per client
- $3.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $74.3M |
| Charitable organizations | Fewer than 5 | $938K |
| High net worth individuals | 397 | $1.66B |
| Pension and profit sharing plans | Fewer than 5 | $2.6M |
| Individuals (other than high net worth individuals) | 228 | $120.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 637 | 635 | decreased by2 |
| Apr 1, 2026 | Employees | 12 | 11 | decreased by1 |
| Apr 1, 2026 | Clients | 623 | 637 | increased by14 |
| Apr 1, 2026 | AUM | $1,461,996,538 | $1,876,936,306 | increased by$414,939,768 |
| Apr 1, 2026 | Accounts | 623 | 637 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 12 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 459 | 623 | increased by164 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $923,021,783 | $1,461,996,538 | increased by$538,974,755 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 459 | 623 | increased by164 |
| Apr 1, 2022 | Employees | 9 | 11 | increased by2 |
| Apr 1, 2022 | Clients | 438 | 459 | increased by21 |
| Apr 1, 2022 | AUM | $857,576,139 | $923,021,783 | increased by$65,445,644 |
| Apr 1, 2022 | Accounts | 438 | 459 | increased by21 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “KLCM ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KLCM ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.