KKM FINANCIAL LLC
CRD #165136 SEC #801-77094 CHICAGO, IL 312-448-7230
SEC Registered Private Funds
Total AUM
$366M
Discretionary
$267.9M
Employees
3
Clients
--
Accounts
204
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $366M | $267.9M | $98M | 3 | 0 |
| Mar 2024 | $333.4M | $225.6M | $107.7M | 3 | 0 |
| Mar 2023 | $279.1M | $183.2M | $95.9M | 4 | 0 |
| Jul 2022 | $300.7M | $187.6M | $113.2M | 4 | 0 |
| Mar 2022 | $300.7M | $187.6M | $113.2M | 5 | 0 |
| Mar 2021 | $289.5M | $142.4M | $147M | 5 | 0 |
| Jul 2020 | $249.1M | $101.1M | $148M | 5 | 0 |
| Jun 2020 | $249.1M | $101.1M | $148M | 5 | 0 |
| Mar 2020 | $249.1M | $101.1M | $148M | 5 | 0 |
| Jan 2020 | $247.5M | $100.2M | $147.4M | 4 | 0 |
| Mar 2019 | $146.8M | $51.2M | $95.6M | 4 | 0 |
| May 2018 | $173.7M | $58.6M | $115.1M | 4 | 0 |
| Apr 2018 | $173.7M | $58.6M | $115.1M | 4 | 0 |
| Apr 2018 | $173.7M | $58.6M | $115.1M | 4 | 0 |
| Mar 2018 | $173.7M | $58.6M | $115.1M | 4 | 0 |
| Jan 2018 | $153.8M | $31.9M | $121.9M | 4 | 0 |
| Sep 2017 | $1.2B | $21.4M | $1.2B | 3 | 11 |
| Aug 2017 | $1.2B | $21.4M | $1.2B | 3 | 11 |
| Aug 2017 | $1.2B | $24.2M | $1.2B | 4 | 11 |
| Mar 2017 | $1.2B | $24.2M | $1.2B | 4 | 11 |
| Feb 2017 | $1.2B | $24.2M | $1.2B | 4 | 11 |
| Dec 2016 | $146M | $22.5M | $123.5M | 4 | 1 |
| Dec 2016 | $146M | $22.5M | $123.5M | 4 | 1 |
| Aug 2016 | $160.5M | $37M | $123.5M | 4 | 1 |
| Jun 2016 | $160.5M | $37M | $123.5M | 4 | 1 |
| Mar 2016 | $37M | $37M | $0 | 4 | 1 |
| Jul 2015 | $32M | $32M | $0 | 5 | 1 |
| Jun 2015 | $39M | $39M | $0 | 5 | 1 |
| Feb 2015 | $55M | $55M | $0 | 5 | 1 |
| Jun 2014 | $2.5M | $2.5M | $0 | 3 | 1 |
| Jun 2014 | $2.5M | $2.5M | $0 | 3 | 1 |
| Jun 2014 | $2.5M | $2.5M | $0 | 1 | 0 |
| Feb 2014 | $2.5M | $2.5M | $0 | 1 | 0 |
| Feb 2014 | $2.5M | $2.5M | $0 | 1 | 1 |
| Apr 2013 | $1.5M | $1.5M | $0 | 1 | 1 |
| Jan 2013 | $0 | $0 | $0 | 1 | 0 |
| Jan 2013 | $0 | $0 | $0 | 1 | 0 |
| Nov 2012 | $0 | $0 | $0 | 1 | 0 |
| Aug 2012 | $0 | $0 | $0 | -- | 0 |
DateMar 2025
Total AUM$366M
Discretionary$267.9M
Non-Disc.$98M
Employees3
Clients0
DateMar 2024
Total AUM$333.4M
Discretionary$225.6M
Non-Disc.$107.7M
Employees3
Clients0
DateMar 2023
Total AUM$279.1M
Discretionary$183.2M
Non-Disc.$95.9M
Employees4
Clients0
DateJul 2022
Total AUM$300.7M
Discretionary$187.6M
Non-Disc.$113.2M
Employees4
Clients0
DateMar 2022
Total AUM$300.7M
Discretionary$187.6M
Non-Disc.$113.2M
Employees5
Clients0
DateMar 2021
Total AUM$289.5M
Discretionary$142.4M
Non-Disc.$147M
Employees5
Clients0
DateJul 2020
Total AUM$249.1M
Discretionary$101.1M
Non-Disc.$148M
Employees5
Clients0
DateJun 2020
Total AUM$249.1M
Discretionary$101.1M
Non-Disc.$148M
Employees5
Clients0
DateMar 2020
Total AUM$249.1M
Discretionary$101.1M
Non-Disc.$148M
Employees5
Clients0
DateJan 2020
Total AUM$247.5M
Discretionary$100.2M
Non-Disc.$147.4M
Employees4
Clients0
DateMar 2019
Total AUM$146.8M
Discretionary$51.2M
Non-Disc.$95.6M
Employees4
Clients0
DateMay 2018
Total AUM$173.7M
Discretionary$58.6M
Non-Disc.$115.1M
Employees4
Clients0
DateApr 2018
Total AUM$173.7M
Discretionary$58.6M
Non-Disc.$115.1M
Employees4
Clients0
DateApr 2018
Total AUM$173.7M
Discretionary$58.6M
Non-Disc.$115.1M
Employees4
Clients0
DateMar 2018
Total AUM$173.7M
Discretionary$58.6M
Non-Disc.$115.1M
Employees4
Clients0
DateJan 2018
Total AUM$153.8M
Discretionary$31.9M
Non-Disc.$121.9M
Employees4
Clients0
DateSep 2017
Total AUM$1.2B
Discretionary$21.4M
Non-Disc.$1.2B
Employees3
Clients11
DateAug 2017
Total AUM$1.2B
Discretionary$21.4M
Non-Disc.$1.2B
Employees3
Clients11
DateAug 2017
Total AUM$1.2B
Discretionary$24.2M
Non-Disc.$1.2B
Employees4
Clients11
DateMar 2017
Total AUM$1.2B
Discretionary$24.2M
Non-Disc.$1.2B
Employees4
Clients11
DateFeb 2017
Total AUM$1.2B
Discretionary$24.2M
Non-Disc.$1.2B
Employees4
Clients11
DateDec 2016
Total AUM$146M
Discretionary$22.5M
Non-Disc.$123.5M
Employees4
Clients1
DateDec 2016
Total AUM$146M
Discretionary$22.5M
Non-Disc.$123.5M
Employees4
Clients1
DateAug 2016
Total AUM$160.5M
Discretionary$37M
Non-Disc.$123.5M
Employees4
Clients1
DateJun 2016
Total AUM$160.5M
Discretionary$37M
Non-Disc.$123.5M
Employees4
Clients1
DateMar 2016
Total AUM$37M
Discretionary$37M
Non-Disc.$0
Employees4
Clients1
DateJul 2015
Total AUM$32M
Discretionary$32M
Non-Disc.$0
Employees5
Clients1
DateJun 2015
Total AUM$39M
Discretionary$39M
Non-Disc.$0
Employees5
Clients1
DateFeb 2015
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees5
Clients1
DateJun 2014
Total AUM$2.5M
Discretionary$2.5M
Non-Disc.$0
Employees3
Clients1
DateJun 2014
Total AUM$2.5M
Discretionary$2.5M
Non-Disc.$0
Employees3
Clients1
DateJun 2014
Total AUM$2.5M
Discretionary$2.5M
Non-Disc.$0
Employees1
Clients0
DateFeb 2014
Total AUM$2.5M
Discretionary$2.5M
Non-Disc.$0
Employees1
Clients0
DateFeb 2014
Total AUM$2.5M
Discretionary$2.5M
Non-Disc.$0
Employees1
Clients1
DateApr 2013
Total AUM$1.5M
Discretionary$1.5M
Non-Disc.$0
Employees1
Clients1
DateJan 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0