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KLCM ADVISORS, INC.
CRD 107847File 801-43503
APPROVED
Retail clients
Custody
Filing as of Mar 10, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 637 | 635 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.