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KKM FINANCIAL LLC
CRD 165136File 801-77094
APPROVED
Retail clients
Filing as of Aug 7, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$865.7M
Above cohort median (national)
Discretionary AUM
$771.0M
Non-discretionary $94.7M
Clients
162
206 accounts
Employees
5
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 6, 2012
- Principal office
- 141 W. JACKSON, SUITE 1711, CHICAGO, IL, 60604
- Phone
- 312-448-7230
- Website
- https://mangogrowthetf.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $865.7M
- Discretionary AUM
- $771.0M
- Non-discretionary AUM
- $94.7M
- Discretionary accounts
- 205
- Non-discretionary accounts
- 1
- Total accounts
- 206
- AUM per client
- $5.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 2 | $596.2M |
| Other investment advisers | 1 | $94.7M |
| High net worth individuals | 50 | $139.0M |
| Individuals (other than high net worth individuals) | 109 | $35.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- 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 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.