KCD FINANCIAL, INC.
CRD #127473 SEC #801-110069 GREEN BAY, WI 920-347-3400
SEC Registered Broker-Dealer Disclosures
Total AUM
$182.6M
Discretionary
$182.6M
Employees
28
Clients
26
Accounts
697
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $182.6M | $182.6M | $0 | 28 | 75 |
| Sep 2025 | $182.6M | $182.6M | $0 | 28 | 75 |
| Sep 2025 | $182.6M | $182.6M | $0 | 28 | 75 |
| Jul 2025 | $182.6M | $182.6M | $0 | 28 | 75 |
| May 2025 | $182.6M | $182.6M | $0 | 28 | 75 |
| May 2025 | $182.6M | $182.6M | $0 | 28 | 75 |
| Apr 2025 | $182.6M | $182.6M | $0 | 28 | 75 |
| Mar 2025 | $182.6M | $182.6M | $0 | 28 | 75 |
| Mar 2025 | $182.6M | $182.6M | $0 | 28 | 75 |
| May 2024 | $175.1M | $175.1M | $0 | 46 | 30 |
| Apr 2024 | $175.1M | $175.1M | $0 | 46 | 30 |
| Feb 2024 | $123.8M | $2.5M | $121.4M | 50 | 1 |
| Jan 2024 | $123.8M | $2.5M | $121.4M | 50 | 1 |
| Dec 2023 | $123.8M | $2.5M | $121.4M | 50 | 1 |
| Dec 2023 | $123.8M | $2.5M | $121.4M | 50 | 1 |
| Aug 2023 | $123.8M | $2.5M | $121.4M | 50 | 1 |
| May 2023 | $123.8M | $2.5M | $121.4M | 44 | 1 |
| Feb 2023 | $123.8M | $2.5M | $121.4M | 44 | 1 |
| Jan 2023 | $123.8M | $2.5M | $121.4M | 44 | 1 |
| Apr 2022 | $130.4M | $1.2M | $129.2M | 50 | 1 |
| Mar 2022 | $130.4M | $1.2M | $129.2M | 49 | 1 |
| Oct 2021 | $121.5M | $30M | $91.5M | 54 | 0 |
| Aug 2021 | $121.5M | $30M | $91.5M | 55 | 0 |
| May 2021 | $121.5M | $30M | $91.5M | 55 | 0 |
| Apr 2021 | $121.5M | $30M | $91.5M | 55 | 0 |
| Mar 2021 | $121.5M | $30M | $91.5M | 55 | 0 |
| Jun 2020 | $109.5M | $30M | $79.5M | 53 | 0 |
| Jun 2020 | $109.5M | $30M | $79.5M | 53 | 0 |
| May 2020 | $109.5M | $30M | $79.5M | 53 | 0 |
| May 2020 | $109.5M | $30M | $79.5M | 53 | 0 |
| Apr 2020 | $109.5M | $30M | $79.5M | 53 | 0 |
| Apr 2020 | $109.5M | $30M | $79.5M | 53 | 0 |
| Mar 2020 | $109.5M | $30M | $79.5M | 53 | 0 |
| Mar 2020 | $109.5M | $30M | $79.5M | 53 | 0 |
| Feb 2020 | $109.5M | $30M | $79.5M | 53 | 0 |
| Feb 2020 | $83.2M | $0 | $83.2M | 53 | 0 |
| Jan 2020 | $83.2M | $0 | $83.2M | 53 | 0 |
| Oct 2019 | $83.2M | $0 | $83.2M | 53 | 0 |
| Jul 2019 | $83.2M | $0 | $83.2M | 53 | 0 |
| Jul 2019 | $83.2M | $0 | $83.2M | 53 | 0 |
| Apr 2019 | $83.2M | $0 | $83.2M | 53 | 0 |
| Apr 2019 | $83.2M | $0 | $83.2M | 53 | 0 |
| Mar 2019 | $83.2M | $0 | $83.2M | 53 | 0 |
| Mar 2019 | $83.2M | $0 | $83.2M | 53 | 0 |
| Mar 2019 | $54.7M | $0 | $54.7M | 44 | 0 |
| Mar 2019 | $54.7M | $0 | $54.7M | 44 | 0 |
| Mar 2019 | $54.7M | $0 | $54.7M | 44 | 0 |
| Jan 2019 | $54.7M | $0 | $54.7M | 44 | 0 |
| Jan 2019 | $54.7M | $0 | $54.7M | 44 | 0 |
| Nov 2018 | $54.7M | $0 | $54.7M | 44 | 0 |
| Oct 2018 | $54.7M | $0 | $54.7M | 44 | 0 |
| Sep 2018 | $54.7M | $0 | $54.7M | 44 | 0 |
| Mar 2018 | $54.7M | $0 | $54.7M | 44 | 0 |
| Dec 2017 | $33M | $0 | $33M | 44 | 0 |
| Jul 2017 | $33M | $0 | $33M | 44 | 200 |
| Jun 2017 | $33M | $0 | $33M | 44 | 200 |
| Apr 2017 | $33M | $0 | $33M | 44 | 200 |
| Apr 2017 | $33M | $0 | $33M | 44 | 200 |
| Mar 2017 | $33M | $0 | $33M | 44 | 200 |
| Feb 2017 | $40.3M | $0 | $40.3M | 44 | 200 |
DateOct 2025
Total AUM$182.6M
Discretionary$182.6M
Non-Disc.$0
Employees28
Clients75
DateSep 2025
Total AUM$182.6M
Discretionary$182.6M
Non-Disc.$0
Employees28
Clients75
DateSep 2025
Total AUM$182.6M
Discretionary$182.6M
Non-Disc.$0
Employees28
Clients75
DateJul 2025
Total AUM$182.6M
Discretionary$182.6M
Non-Disc.$0
Employees28
Clients75
DateMay 2025
Total AUM$182.6M
Discretionary$182.6M
Non-Disc.$0
Employees28
Clients75
DateMay 2025
Total AUM$182.6M
Discretionary$182.6M
Non-Disc.$0
Employees28
Clients75
DateApr 2025
Total AUM$182.6M
Discretionary$182.6M
Non-Disc.$0
Employees28
Clients75
DateMar 2025
Total AUM$182.6M
Discretionary$182.6M
Non-Disc.$0
Employees28
Clients75
DateMar 2025
Total AUM$182.6M
Discretionary$182.6M
Non-Disc.$0
Employees28
Clients75
DateMay 2024
Total AUM$175.1M
Discretionary$175.1M
Non-Disc.$0
Employees46
Clients30
DateApr 2024
Total AUM$175.1M
Discretionary$175.1M
Non-Disc.$0
Employees46
Clients30
DateFeb 2024
Total AUM$123.8M
Discretionary$2.5M
Non-Disc.$121.4M
Employees50
Clients1
DateJan 2024
Total AUM$123.8M
Discretionary$2.5M
Non-Disc.$121.4M
Employees50
Clients1
DateDec 2023
Total AUM$123.8M
Discretionary$2.5M
Non-Disc.$121.4M
Employees50
Clients1
DateDec 2023
Total AUM$123.8M
Discretionary$2.5M
Non-Disc.$121.4M
Employees50
Clients1
DateAug 2023
Total AUM$123.8M
Discretionary$2.5M
Non-Disc.$121.4M
Employees50
Clients1
DateMay 2023
Total AUM$123.8M
Discretionary$2.5M
Non-Disc.$121.4M
Employees44
Clients1
DateFeb 2023
Total AUM$123.8M
Discretionary$2.5M
Non-Disc.$121.4M
Employees44
Clients1
DateJan 2023
Total AUM$123.8M
Discretionary$2.5M
Non-Disc.$121.4M
Employees44
Clients1
DateApr 2022
Total AUM$130.4M
Discretionary$1.2M
Non-Disc.$129.2M
Employees50
Clients1
DateMar 2022
Total AUM$130.4M
Discretionary$1.2M
Non-Disc.$129.2M
Employees49
Clients1
DateOct 2021
Total AUM$121.5M
Discretionary$30M
Non-Disc.$91.5M
Employees54
Clients0
DateAug 2021
Total AUM$121.5M
Discretionary$30M
Non-Disc.$91.5M
Employees55
Clients0
DateMay 2021
Total AUM$121.5M
Discretionary$30M
Non-Disc.$91.5M
Employees55
Clients0
DateApr 2021
Total AUM$121.5M
Discretionary$30M
Non-Disc.$91.5M
Employees55
Clients0
DateMar 2021
Total AUM$121.5M
Discretionary$30M
Non-Disc.$91.5M
Employees55
Clients0
DateJun 2020
Total AUM$109.5M
Discretionary$30M
Non-Disc.$79.5M
Employees53
Clients0
DateJun 2020
Total AUM$109.5M
Discretionary$30M
Non-Disc.$79.5M
Employees53
Clients0
DateMay 2020
Total AUM$109.5M
Discretionary$30M
Non-Disc.$79.5M
Employees53
Clients0
DateMay 2020
Total AUM$109.5M
Discretionary$30M
Non-Disc.$79.5M
Employees53
Clients0
DateApr 2020
Total AUM$109.5M
Discretionary$30M
Non-Disc.$79.5M
Employees53
Clients0
DateApr 2020
Total AUM$109.5M
Discretionary$30M
Non-Disc.$79.5M
Employees53
Clients0
DateMar 2020
Total AUM$109.5M
Discretionary$30M
Non-Disc.$79.5M
Employees53
Clients0
DateMar 2020
Total AUM$109.5M
Discretionary$30M
Non-Disc.$79.5M
Employees53
Clients0
DateFeb 2020
Total AUM$109.5M
Discretionary$30M
Non-Disc.$79.5M
Employees53
Clients0
DateFeb 2020
Total AUM$83.2M
Discretionary$0
Non-Disc.$83.2M
Employees53
Clients0
DateJan 2020
Total AUM$83.2M
Discretionary$0
Non-Disc.$83.2M
Employees53
Clients0
DateOct 2019
Total AUM$83.2M
Discretionary$0
Non-Disc.$83.2M
Employees53
Clients0
DateJul 2019
Total AUM$83.2M
Discretionary$0
Non-Disc.$83.2M
Employees53
Clients0
DateJul 2019
Total AUM$83.2M
Discretionary$0
Non-Disc.$83.2M
Employees53
Clients0
DateApr 2019
Total AUM$83.2M
Discretionary$0
Non-Disc.$83.2M
Employees53
Clients0
DateApr 2019
Total AUM$83.2M
Discretionary$0
Non-Disc.$83.2M
Employees53
Clients0
DateMar 2019
Total AUM$83.2M
Discretionary$0
Non-Disc.$83.2M
Employees53
Clients0
DateMar 2019
Total AUM$83.2M
Discretionary$0
Non-Disc.$83.2M
Employees53
Clients0
DateMar 2019
Total AUM$54.7M
Discretionary$0
Non-Disc.$54.7M
Employees44
Clients0
DateMar 2019
Total AUM$54.7M
Discretionary$0
Non-Disc.$54.7M
Employees44
Clients0
DateMar 2019
Total AUM$54.7M
Discretionary$0
Non-Disc.$54.7M
Employees44
Clients0
DateJan 2019
Total AUM$54.7M
Discretionary$0
Non-Disc.$54.7M
Employees44
Clients0
DateJan 2019
Total AUM$54.7M
Discretionary$0
Non-Disc.$54.7M
Employees44
Clients0
DateNov 2018
Total AUM$54.7M
Discretionary$0
Non-Disc.$54.7M
Employees44
Clients0
DateOct 2018
Total AUM$54.7M
Discretionary$0
Non-Disc.$54.7M
Employees44
Clients0
DateSep 2018
Total AUM$54.7M
Discretionary$0
Non-Disc.$54.7M
Employees44
Clients0
DateMar 2018
Total AUM$54.7M
Discretionary$0
Non-Disc.$54.7M
Employees44
Clients0
DateDec 2017
Total AUM$33M
Discretionary$0
Non-Disc.$33M
Employees44
Clients0
DateJul 2017
Total AUM$33M
Discretionary$0
Non-Disc.$33M
Employees44
Clients200
DateJun 2017
Total AUM$33M
Discretionary$0
Non-Disc.$33M
Employees44
Clients200
DateApr 2017
Total AUM$33M
Discretionary$0
Non-Disc.$33M
Employees44
Clients200
DateApr 2017
Total AUM$33M
Discretionary$0
Non-Disc.$33M
Employees44
Clients200
DateMar 2017
Total AUM$33M
Discretionary$0
Non-Disc.$33M
Employees44
Clients200
DateFeb 2017
Total AUM$40.3M
Discretionary$0
Non-Disc.$40.3M
Employees44
Clients200